What sporting event do you never miss?

My kids’ games! No matter the sport, the schedule, or how crazy it makes life. Being there for them always wins!

What part of your workday energizes you the most?

Solving a problem or helping someone walk away clearer, more confident, or better equipped than when they started.

If your personality matched a season, which would it be and why?

Fall. I’m grounded, thoughtful, a little nostalgic, but always preparing for what’s next.

What does your ideal weekend look like?

A slow morning, time outside, good food, and no strict schedule- with my family & pup, of course!

Tracy is a trusted leader at RFG, known for her people-first mindset and ability to foster meaningful connections across the firm. During her tenure, RFG has quadrupled in size, and Tracy has been instrumental in helping preserve and strengthen the firm’s family-style culture through that growth. She has led firm-wide marketing and training initiatives designed not just to scale operations, but to keep teams aligned, supported, and connected – ensuring advisors and staff feel informed, valued, and empowered as the firm evolves.

Her progression into leadership was driven by a belief that strong culture requires intention. Tracy is a natural advocate for collaboration, clear communication, and living out RFG’s guiding philosophy: Live for Today. Prepare for Tomorrow. Plan for Life. – in both client & internal relationships.

Tracy holds her Series 6 securities registrations, along with her Ohio Life Insurance License.

Outside of work, Tracy enjoys traveling, concerts, hosting gatherings, and spending time with her husband, Jason, and their two children, Jared and Lilyanna. An Anderson Township native, she also serves as Vice President of Communications for her children’s school PTO and is proud to raise her family in the community she has always called home.