Tracey holds a J.D. from the University at Buffalo School of Law and a bachelor’s degree in political science with a minor in economics from the University at Albany. Tracey is actively involved in numerous boards, including the Fairfield Board of Education and Women in Financial Markets. Her professional experience includes working on derivatives documentation at PIMCO and The Royal Bank of Scotland, as well as an eleven-year tenure at Capital Group.
As a dedicated Wealth Partner at NerdWallet Wealth Partners, she is passionate about empowering individuals to take control of their financial future. Her mission is to guide individuals with clarity, strategic insight, and unwavering confidence, whether they are actively building wealth, meticulously planning for retirement, or skillfully navigating significant life transitions.
What truly motivates me is witnessing my clients evolve from a state of uncertainty to one of profound empowerment. It’s incredibly rewarding to see aspirations transform into actionable plans, and those plans consistently translate into tangible results. By leveraging NerdWallet’s extensive and trusted resources alongside our team’s highly tailored approach, I am committed to making financial goals not just possibilities, but achievable realities.
