Tracy L. Smith

Insurance & Client Experience Director

Tracy@PlanWithRFG.com
Phone: 513-624-1310
Fax: 513-624-3124

Favorite Motto: 

Grateful for where I’m at, excited about where I’m going.


Favorite City: 

San Diego, California


Something on Your Bucket List: 

For me and Jason to show the world to our kiddos.
 

Favorite Quote:

“Nothing can dim the light which shines from within.” – Maya Angelou   
 

Least Favorite Food:  

Watermelon….hands down! 
 

Celebrity Doppelganger: 

I am told Rachel Bilson and Reese Witherspoon quote a bit.  Can’t say I agree with either!   
 
Throughout Tracy’s career at The Rosselot Financial Group, she has established and maintained many longstanding relationships simply by being her warm and uplifting self. She is a strong relationship builder and genuinely interested in what is going on with others. Tracy has been instrumental in the growth of Rosselot Financial as the firm has doubled in size during her tenure. She is a strong advocate and knows the power of ‘Live for Today. Prepare for Tomorrow. Plan for Life.’ Tracy holds her Series 6 and Series 63 securities registration, along with her Ohio Life Insurance License.  She is also an Ohio Notary.

Tracy loves traveling, going to concerts, dinner parties and most of all, sharing laughter amongst family and friends. Her favorite pastime is spent raising her two children, Jared and Lilyanna, alongside her best friend and husband, Jason! As natives to Anderson township, Jason and Tracy made the decision to dig their roots a bit deeper and raise their family in the area too.

Check the background of this investment professional on FINRA’s BrokerCheck.