Traci joined Crestwood in 2019 and serves as a Client Advisor.
Traci is primarily responsible for the service and financial planning related needs of clients in conjunction with the Wealth Management Team. Traci has been helping clients with personal finance for the last 10 years. She made the career change ten years ago because of her personal experience. Traci 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, she 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, helping clients navigate the financial aspects of divorce by illustrating the impact potential settlements can have on their financial future. She enjoys working with clients post-divorce engaging them in their financial well-being. Traci is a graduate of The University of Maryland at College Park.
Traci has been actively involved for over 25 years in local community outreach including Simply Smiles, Bridgeport Rescue Mission, and Adam J Lewis Preschool. She resides in Southport with her husband.