,FPQP®
As a Client Service Associate, Tracy plays a vital role in supporting both Client Service Specialists and Advisors through a wide range of administrative and operational responsibilities. She assists with account openings, processing money movements, and coordinate with custodians, accountants, and other professionals to ensure smooth client service delivery.
Tracy is responsible for maintaining accurate records, tracking task completion, and updating internal systems with client information. She also helps prepare materials for client and prospect meetings, organize and manage client documentation, and support daily office operations by greeting visitors and managing incoming calls.
Modera Client Service Associates at the firm are known for their attention to detail, professionalism, and unwavering commitment to client confidentiality. They consistently uphold a high standard of service while contributing to the overall efficiency, consistency, and success of the team.
What has been a particularly rewarding moment in your career?
Taking the leap to switch careers was by far the hardest and most rewarding career move I made. I was extremely fortunate to join a supportive team, they encouraged me to earn my Financial Paraplanner Qualified Professional™ designation.
What’s the best career advice you ever got?
All growth starts at the end of your comfort zone.
When you’re not working you’re…?
I keep busy with endless house and yard projects. I have fainting goats and swans that keep me laughing and tied to a strict feeding schedule. I love spending time with my friends and family, especially my new grandson.
Where did you grow up? Where do you live now?
I have always lived within a 10-mile radius of where I grew up in Berks County, PA. I am very fortunate to have my family close to me as well.
Financial Paraplanner Qualified Professional™
Red Cross and hospice volunteer
