Experience:
Since joining Moneco in 2010, Tracy has built a reputation for delivering exceptional client service and guiding clients through some of life’s most complex financial transitions. She brings deep experience supporting matters such as retirement distributions, estate settlements, and divorce-related financial changes, always with a focus on accuracy, care, and responsiveness. As Group Lead in client services, Tracy plays a key role in ensuring a seamless client experience. She leads day-to-day service operations, supports advisors and service team members, and helps maintain the high standards our clients rely on. Tracy is passionate about fostering collaboration, strengthening processes, and helping her team continue to grow in service of our clients.