As a lifelong resident of Central Virginia and a successful business owner and entrepreneur, Tracy brings a wealth of knowledge and experience to her career in the financial services industry. Her background in accounting and business administration make her uniquely qualified to access the needs and make recommendations for solutions to the challenges that business owners face.
Her vast experience includes the ownership and operated a small business accounting and payroll service for local business owners, primarily doctors and dentists; ownership and the management of day-to-day operations for a full-service interior design firm; and co-ownership and management of two residential construction and home improvement firms.
She knows the unique responsibilities of being a business owner and her proven track record has enabled her to handle administrative, accounting, payroll, licensing, insurance, taxation and marketing responsibilities for her various businesses throughout her career. She is a licensed REALTOR for the state of Virginia and has often been called upon as a resource for education by the home building and housing industry to conduct educational seminars for the community.
She is a member of the Blue Ridge Home Builders Association, the Charlottesville Regional Chamber of Commerce, the National Association of Insurance and Financial Advisors and a volunteer with the Big Brothers/Big Sisters organization.
Tracy currently holds her Property and Casualty and Life, Health and Annuities licenses for the state of Virginia and is ready to assist you with your financial planning needs!