With extensive knowledge and experience as a Certified Financial Planner™, Tracey leverages industry-leading tools and a proven approach for developing individual financial strategies. She adheres to the CFP Board of Standards, which requires ongoing training and certification. Her entire team at The Simonson Group is vetted and insured to deliver trusted service in three specialty areas:
- Investment Management
- Retirement Planning
- Financial Education
If you’re new to personal money management or a seasoned investor, Tracey is ready to work with you to plan, focus, and achieve your goals.