CFP®, AIF®, MSFS
Financial Advisor / Member Owner
Since I was a young adult, I have had a passion for helping others. As an independent advisor and planner we are in a unique position to impact one of the most important elements of one’s life. Witnessing the impact our partnership has with clients and their future generations is extremely rewarding to me.
Tracy is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® (AIF®), Tracy is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Tracy has been involved in the financial services industry since 1998. Prior to joining Savant, he helped companies develop, install, and maintain employee benefit programs.
Tracy earned a bachelor of science degree in economics/finance from Rockford University and a master of science in financial services from The American College in Bryn Mawr, PA.
Tracy and his wife have two children. He is an outdoor enthusiast and enjoys fishing, hiking, and camping. He and his family also enjoy traveling to new places that connect them to the outdoors. Tracy has a passion for cooking (and eating) good food. During the summer months you’ll find him smoking meats (real BBQ) and crafting wood-fired pizzas in the evenings.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.