Tracy is a dedicated Financial Advisor and Client Services Specialist at IFS, holding her FINRA Series 65 license. In her current role, she partners closely with clients to assist them through every stage of the investment and account management process. Since joining the IFS team in 2021, Tracy has been instrumental in enhancing the overall client experience. She manages new account setup, handles ongoing inquiries, and collaborates with advisors to help clients achieve their investment goals.
Before transitioning into financial services, Tracy spent over 25 years in the healthcare field, where she blended patient care with financial advocacy. This background laid the foundation for her compassionate, client-focused approach to wealth management and service excellence.
Outside of her professional pursuits, Tracy and her husband enjoy golfing, traveling and spending time with their adult children, extended family, and friends.