Tracy is an active listener while he evaluates clients' needs. He works with clients to develop financial plans to address risks to goals now and in the known future.
Planning is not a static process, and reviewing your plan is an active process through regular meetings to adjust your goals, changes in family dynamics, health, finances, or changes in your timeline for a particular goal or retirement.
He can develop plans to address generational wealth preservation and protection for key persons in business through the use of traditional investments combined with creative insurance planning.
Tracy graduated from The University of Texas at Tyler with a Bachelor of Business degree in Finance in 1993 and is a 2007 graduate of the College for Financial Planning®.
Tracy grew up in East Texas and provides clients with honest, timely, and regular communication to ensure they feel comfortable with the plan we have developed. Tracy lives in Tyler Texas and serves clients across Texas, Arkansas, and Oklahoma.