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Senior Financial Consultant, CFP® (Certified Financial Planner™), AAMS® (Accredited Asset Management Specialist®)
Tracy is a graduate of Purdue University and has worked in the financial services industry since 2001. She holds FINRA registrations Series 7 and 66 with LPL Financial, along with being licensed for Life & Health insurance with her Long-Term Care endorsement. Tracy joined German American Bank in 2012 as a Financial Consultant and was promoted to Senior Financial Consultant in 2015. Tracy has been a volunteer for the American Cancer Society, United Way and Junior Achievement. She also teaches financial literacy classes for elementary and junior high students. In addition to her volunteer work, Tracy has invested time and effort earning her National Social Security Advisor designation and is a member of the Financial Planning Association. She, her husband and their two children enjoy spending time participating in many outdoor activities.
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Your Bank (“German American Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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