Multi-Generational Financial Confidence

Meet Tracey

Tracey enjoys building relationships with clients and providing timely support, making her an excellent Operations Associate. She assists our team with both administrative and operational 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 and their dog Asher. Together, they all like to travel and spend time outdoors. She also enjoys solo pursuits like reading, watching shows and exercising.