CFP®, MSFP, MPAS℠
Client Advisor and Branch Manager
Tracey began her career in the financial services industry in 1996. Focused on comprehensive, holistic financial planning, she helps her clients create a life vision that unites both personal and professional financial objectives. Tracey and her team created Circles for Women, a focus group designed to enhance financial literacy for women. She holds a Master’s Degree in Financial Planning from The College for Financial Planning and is a member of the Michigan Financial Planning Association. Tracey lives in Canton with her husband and their four children.