330-896-1644 x 102
tracy@iwmgameplan.com

Tracy joined IWM in August of 2017. She previously worked in management, overseeing customer experience, staff, and coordinating programs and events that make a difference in individuals and the community. Her passion is fostering relationships with clients and providing them with stellar service and support. She is an integral part of onboarding new clients and works to develop a lasting impression on those who enter our doors.

She has worked all aspects of Integrated Wealth Management, including marketing and client service, and is licensed in life insurance. Tracy manages the day-to-day operations and collaborates with the advisors and team planning and supporting long-term strategy and growth. She handles all service requests, money movements, appointment scheduling and has extensive contact with our clients.

Tracy lives in Green, Ohio with her daughters Hannah and Alaina. She enjoys running, hiking, and most forms of exercise. She loves spending time at the beach with her girls and any time she can travel.