Traci is primarily responsible for service and financial planning related needs of clients in conjunction with the Wealth Management Team. Prior to joining Crestwood, Traci was a Client Advisor at Catamount Wealth Management, where she concentrated on divorce and financial planning. In her past endeavors, she has been responsible for business development, financial educational outreach, marketing and client relations at other financial firms. Traci made the career change to financial services because of her own personal experience. She was in the apparel business for 23 years, part of the family that founded Fairway & Greene, a golf apparel company, which was sold to private investors in 2005. It was at that time that Traci realized she wanted to know more about personal finance and decided to work with clients to help educate and empower them so they can make healthy financial decisions.
Traci is a Certified Divorce Financial Analyst (CDFA®). She resides in Southport, married to her high school sweetheart, and they have two grown sons. Traci can be reached at email@example.com.