Tracy brings over 19 years in the financial services industry to Security Financial Management. She started working with advisors in the Palm Bay area in 2003. Much of Tracy's administrative and operations training came from her earlier years as a partner of a local Machine and Tool company.
Focused on her team's client services, Tracy ensures all inquiries are responded to promptly and information is provided accurately. She is responsible for opening new accounts and client signatures, processing all required documents, and providing service support to the team's Financial Advisors as needed. She enjoys the client experience and building positive working relationships on a personal level.
Tracy has grown up in the Brevard County area and resides in Palm Bay with her partner Paul, her daughter Isabella(one of three children), and her 3 dogs(Bindi, Maya and Lily). She also has 2 cats (Shadow and Matches) and the neighborhood feral cat (Lucky). She also enjoys being in nature, the ocean, and painting.