Advisor Profile

With over 20+ years of experience in the industry, Tracey has the knowledge and expertise to provide clients with personalized financial solutions and sound investment advice.

As a Senior Director, Wealth Management at Choreo, Tracey specializes in comprehensive planning, where she works closely with clients to navigate complex financial landscapes and develops personalized strategies that align with their unique financial needs and goals. Tracey takes a holistic approach to wealth management, considering all aspects of a client’s financial situation, including investments, tax planning, retirement planning, and estate planning.

Tracey serves as a personal advisor and fiduciary to high-net-worth families, family offices, foundations, and endowments with a focus on preservation and growth of assets. Tracey is known for her proactive approach to planning and takes pride in putting her client’s interest first. Tracey is committed to her client’s success and strives to provide exceptional service to each client.

As a wife and mother, Tracey’s family motivates and inspires her to succeed in all aspects of life. She relishes time spent with family and has a passion for traveling to new places. In her free time, Tracey volunteers in the community and holds a Board position with the Webster Groves High School Parent’s Club, where she helps make a positive impact for the WGHS students, staff, and school.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• Chamber of Commerce
• Professional Women's Alliance