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Tracy Richter has more than 20 years of financial services, retirement planning, and investment management experience. She takes a holistic approach to a finances, helping ensure that all of the 'moving parts' continue to work together toward their goals.
Tracy began her career in the trust department, where her passion for helping families establish an effective asset transition plan as well as helping families navigate loss was born.
Having recently walked alongside her mother as she unexpectedly entered widowhood, she has an expanded appreciation for the work being done by Wings 4 Widows and considers herself blessed to be able to help others begin to stabilize the financial aspect of their lives after a loss.
Tracy began her career in the trust department, where her passion for helping families establish an effective asset transition plan as well as helping families navigate loss was born.
Having recently walked alongside her mother as she unexpectedly entered widowhood, she has an expanded appreciation for the work being done by Wings 4 Widows and considers herself blessed to be able to help others begin to stabilize the financial aspect of their lives after a loss.