Tracy started at Fidato Wealth in 2011. She has over 25 years of experience in the financial services industry. Her experience in financial services has entailed a combination of investment management, financial planning and lending services. She began her career in financial services while attending The University of Akron, and since then has held various positions including Client Services Manager, Branch Administrator, Quality Assurance and Audit Specialist.
In Tracy’s role as Client Services Manager, she oversees and administers the heartbeat of the operation, which includes ensuring that new clients are on boarded successfully, as well as servicing the needs of existing clients. Tracy also plays a key role in overseeing quality control measures that are important for all the stages of a client’s financial lifecycle and needs. Tracy’s professionalism, extensive experience, as well as the high importance she places on her clients, coworkers and family, are qualities that make Tracy a valuable member of our leadership team.
Tracy was born and raised in Medina, Ohio, where she currently lives with her husband and two children. Family is very important to Tracy. During a typical weekend, she enjoys traveling with her family to cheer her children on during one of their baseball games, hockey games or dance competitions.