Wells Fargo Advisors
It’s Not All About the Balance Sheet
A major component of growing assets is growing client conviction in the investment strategy tailored for them. That’s where Tracy really shines. Her communication skills have a special resonance that make clients feel at ease.
Part of that innate skillset is anticipating what probing questions you might have. Questions like “Where’s the research that went into this?” “What’s the downside risk?” “Where’s the contingency plan for a worst-case scenario?”
Some financial advisors might be disarmed if asked something so direct.
Rest assured, Tracy will have the answers for you, all in easy-to-understand terms that will not only make you hopeful for the future, but excited for it to arrive. That’s how relationships are built.
Relationships Are the Focus
The first conversation clients have with Tracy doesn’t revolve around numbers at all, unless that number is how many kids you have, or your retirement date or anything else that makes you who you are.
The purpose of that first conversation is solely to learn about you and your priorities. Do you want to achieve wealth or to preserve it? Is your goal to live in the here and now or have plenty left over for charitable legacies?
Tracy prides herself on being responsive to questions and concerns. More importantly, she holds herself to the highest standards by answering in a straightforward manner while putting the needs of her clients above her own, without fail.
Talk the Talk. Run the Run.
Free time is something hard to come by for Tracy as the mother of two adopted teenagers.
When the opportunity presents itself, she laces up for a run around the trails in her hometown of Vancouver, Washington.
Want Honest Financial Advice?
Tracy welcomes the opportunity to listen to your circumstances to provide honest input and thoughtful strategies to help you create the financial future you want.
Investment and Insurance Products are:
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, 1 North Jefferson, St. Louis, MO 63103