About Tracy
Tracy delivers an elevated level of service, helping to support client needs. Prior to joining Focus Partners Wealth, Tracy worked for a CFP and with LPL Financial for over 25 years, holding many roles including client service and various financial service duties.
Away from the office, Tracy enjoys and values time with family and friends, walking, and kickboxing.
Education and Professional Milestones
-New Hampshire College (now called Southern New Hampshire University) - bachelor’s degree
Tracy delivers an elevated level of service, helping to support client needs. Prior to joining Focus Partners Wealth, Tracy worked for a CFP and with LPL Financial for over 25 years, holding many roles including client service and various financial service duties.
Away from the office, Tracy enjoys and values time with family and friends, walking, and kickboxing.
Education and Professional Milestones
-New Hampshire College (now called Southern New Hampshire University) - bachelor’s degree