Advisor/Client Service Representative
Tracy is part of the total client-centric package that comes from financial planning with Security Financial Management. As an Administrative Assistant, she is instrumental in supporting our Financial Advisors. Tracy is also pivotal in providing assistance to clients and is responsible for opening new accounts and processing all the required documents. She knows the value of consistent communication, ensuring all inquiries are responded to promptly and information is provided accurately.
Outside of the office, Tracy’s greatest accomplishment is being a mother. Aside from spending time with her three kids and many pets, she also enjoys painting, crafting, and catching up on the latest true crime documentaries. You may also find Tracy wandering the mountains. She is always looking for new adventures and plans on exploring the Appalachian Trail and the Pacific Northwest in the near future.
