3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042 Get Directions
- Investment Adviser
Tracey wanted to make a lasting difference in people’s lives, which eventually drew her to the financial services industry. Her unique ability to bring the planning process to common ground and help demystify financial planning and investment issues has made Tracey a sought-after financial advisor in the Washington, D.C., area. Her greatest honor is earning the faith of her clients to continually guide their financial futures.
Along with her husband of over 30 years, Tracey enjoys actively supporting numerous charities such as the Juvenile Diabetes Research Foundation and the Foundation for Financial Planning. She also loves spending time with her three adult children in Virginia’s beautiful landscape, as well as at the family’s home on the New Jersey shore.
Certified Financial Planner
Certified Financial Planner™ (CFP®)
Honors & Awards
Northern Virginia Magazine Top Financial Professional, 2017-2021
Washingtonian Magazine Top Financial Adviser
Financial Planning Association of the National Capital Area (FPA-NCA)-Past President and Chair
FPA’s Norma Severns Award for Leadership, 2006
James Madison University, bachelor’s degree in Communications