Tracy derives a great deal of satisfaction from knowing that her clients can retire successfully. She enjoys helping them to understand the importance of saving for retirement.” I love dealing with clients, and believe that honesty is the basis of a trust relationship,” she says.
Tracy’s career began at Sage Life in 1995, until Momentum took over the company in 2005. In 2009, she joined an independent broker, and there learned more about how important retirement was. When that planner retired, his company merged with a bigger planning practice, and Tracy started at Chartered Wealth in 2015.
Tracy is married and has two boys. Tracy’s main priority is spending time with her husband and sons. “We enjoy going away at the weekend where the men can go fishing and I can relax; as a family, we enjoy the outdoors and diving.”