Tracy has been of great assistance to me organizing my financial affairs. I came to her roughly four years ago with a diverse portfolio that I felt was moving in many directions and needed to be put in order. With her knowledge and steady approach, we have worked together to accomplish this.
As a financial planner, I know her whole heart is there. She is honest and I can put my faith in her. When we come up against stumbling blocks, I can always be certain that she looks into the matter. She does her "homework" well and comes up with positive solutions.
I am very encouraged by the work she's done for me and this gives me peace of mind.