Tracy joined BMS Financial Advisors in 2018. Using her background in project management, office administration and a degree in business administration, she maintains the office facility, oversees business development and ensures policies and procedures are efficient. Tracy's computer skills, communication and process implementation assist the team in better serving your financial needs. Tracy enjoys working hard and ensuring that things are done efficiently, while always sharing a smile & cheerful attitude.
Tracy is not registered with Sagepoint Financial, Inc.