Meet Tracey
Tracey enjoys building relationships with clients and providing timely support, making her an excellent Relationship and Operations Manager. She assists our team with administrative, operational and marketing tasks in a dependable, friendly and efficient manner.
A graduate of Purdue University with a Bachelor of Liberal Studies degree with an emphasis on marketing, Tracey gained years of valuable experience in customer service, marketing and financial services prior to joining Carson Wealth. Our team is grateful for the skills she brings to the table every day.
Outside of work, Tracey enjoys spending time with her fiancé, her three children, his 2 children and their pets, Asher and Melvin. Together, they all like to travel, spend time outdoors and support each other’s activities. She also enjoys solo pursuits like reading, watching shows and exercising.