About Tracy at Sapphire
Tracy has 17 years of Financial Services experience. Throughout her career, Tracy has gained extensive knowledge of the Financial Industry. She began her career as a bank teller, quickly advancing into a personal banker role and then onto management. Tracy found her passion as a Financial Advisor where she has been able to provide guidance to clients for the last several years.
Tracy is now the Director of Wealth Management and LPL Financial Advisor for Sapphire Investment Services, personalizing her services for individuals, to meet their life and financial goals.
Make First Appointment with us
Investment Planning is the cornerstone to pursue your financial goals. 401K plans, financial portfolios
RISK MANAGEMENT PLANNING
A risk management plan can protect you from financial hazards that occur throughout life. My services include
SOCIAL SECURITY BENEFITS & PENSION PLAN ANALYSIS
Securing the maximum pay out of your pension plan and Social Security benefits
Are you financially prepared for the future? I create a customized, sound financial strategy with the intent on reaching each
Individual Financial Planning
Whether you are starting at a younger or older age, I understand that every individual has a different goal
TRUST AND ESTATE PLANNING SERVICES
All factors of Estate Planning are essential to provide for your family, including establishing trust funds.