Tracy has had a well-rounded career in financial services and a passion for helping financial advisors assist their clients in reaching their financial goals. Starting as a financial advisor with Ameriprise Financial, she moved on to wholesaling mutual funds for Columbia funds and annuities for Allianz before joining RBC Wealth Management. She has held various roles, including leading annuity product management and sales, IRAs and currently the entire retirement solutions product suite and sales teams.

She passed the Series 7, 24 and 66 securities exams and holds life and health insurance licenses. She earned a Bachelor of Science degree in finance from St. Cloud State University and an MBA from the Carlson School of Management at the University of Minnesota.

Tracy is a member of National Association of Plan Advisors (NAPA) and Women in Pension Network (WiPN). Outside of work, she enjoys spending time with family and friends, skiing, boating, traveling and reading.