Tracey has over 25 years of industry experience. In 2007 she earned the professional designation, CFP®, Certified Financial Planner™. These are certification marks owned by the Certified Financial Planner Board of Standards, Inc. which is awarded to select individuals who successfully complete the CFP Board’s initial, stringent and ongoing certification requirements.
She has been in the North Branch area for 17 years and is very active in the community. Tracey has served as the President for the North Branch Chamber of Commerce, participates in the North Branch and Pine City Community Education Programs, and supports the Pine Technical College Foundation Board. When she is not working or busy volunteering, she enjoys spending time with her family and their three dogs – Brit, Pepper and Drew.
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