Traci is passionate about ensuring continuous client satisfaction and retention by providing the highest level of client service. She oversees the day-to-day service for our clients and is responsible for helping to solve any issues they may encounter. Her responsibilities include daily account maintenance, private investment memorandums and documentation, client trading, money movement, and countless other administrative tasks.
Traci earned her bachelor’s degree in Finance from Michigan State University. She lives in Westerville, OH with her son and enjoys traveling and spending time with her extended family and friends.