Client Services Associate
Tracy has a passion for helping others, which serves her well in her role at Deerfield. She enjoys connecting with clients and getting to know them on a personal level. As a Client Services Associate, Tracy works closely with her team of Wealth Managers to help clients reach their financial goals. Her main responsibilities include gathering client data, maintaining detailed client records, opening and closing accounts, scheduling meetings, account maintenance, and communicating with clients about day-to-day needs. Before joining the Deerfield team, Tracy spent over 15 years in customer service and administrative roles, with 13 of those years in banking. Her background in the financial industry has provided her with a great foundation to build upon. She is looking forward to obtaining her Financial Paraplanner Qualified Professional designation in order to provide additional strength in her role. Tracy lives on the south side of Indianapolis with her husband Jim, 2 children, and their dog. She loves working in the yard, watching sports, and vacationing at the beach as much as possible.