Client Relations & Special Projects
A graduate of the University of Iowa, Tracy has 21 years of financial industry experience. Before joining Concentus Wealth Advisors (formerly The Strid Wealth Management Group) in the fall of 2009, Tracy worked for eight years at Boenning & Scattergood in West Conshohocken, PA in various capacities: Operations Manager, Equity Market Making Desk Trading Assistant and Municipal Bond Desk Trading Assistant. Prior to that Tracy worked at Smith Barney in Tampa, FL as a Client Associate.
Tracy spearheads special projects for the team to identify and implement ways to enhance the client services offering.
Tracy resides in Drexel Hill, PA with her husband and three children.