Meet Tracey
Tracey has been with Mercer Advisors since 2000. She is passionate about creating long-term financial strategies that reflect the values and lifestyles of her clients. In particular, she has deeply held beliefs that women should plan and own their financial independence. Tracey is a Sr. Wealth Advisor as well as Sr. Director for the Midwest regional team. She sits on the executive Steering Committee for the firm’s internal, award-winning InvestHERs women’s initiative. She is also a member of the Mercer Advisors Investment Committee where she provides guidance on the investment offering for Mercer Advisors clients. Tracey earned a B.S. degree from Madonna University and a M.S. degree from the College for Financial Planning. She is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Estate Planner.
Tracey’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tracey has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
Her working style
Tracey’s approach is grounded in clarity, insight, and partnership. She simplifies complex strategies into clear, actionable steps, stays ahead of market trends to tailor advice to your goals, and works closely with you — listening, collaborating, and guiding you through every stage of your financial journey. Together, we help turn your vision into results.
Tracey in real life
What keeps you busy outside of work?
My husband and I love to combine travel and professional soccer. Whenever we travel, we always see a soccer game.
Any words you try to live by?
“Love hard, laugh often, never drink and drive, and remember, no one can take away your integrity.”
What makes you tick?
I love leading a team! I love to coach and mentor young professionals and help them be the best version of themselves!
Tracey’s snapshots
Forbes Top Women Wealth Advisor and Best in State Wealth Advisor rankings are selected by SHOOK Research and are chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. Full methodology for selection is available by clicking the links above.
Meet Tracey’s Teammates
Alexis Wilkinson
Financial Planner
What Tracey Says
As a team, Alexis and I embody collaborative leadership — built on trust, transparent communication, and a shared commitment to personal and professional growth. We proudly uphold the Mercer Advisors core value to take care of our clients and take care of our team, ensuring our support for one another translates into exceptional service and a thriving team culture.
Meagan Blazier
Client Service Specialist
What Tracey Says
We are a tight knit team built on respect and trust. Meagan and I value each other’s roles while remaining ready to step in and share the workload when needed. Open and honest communication is at the heart of how we work together!
Articles by Tracey
Your Guide to Setting Financial Resolutions
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9 Essentials for a Boss Babe Business Launch
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