- University of South Carolina, B.S, Accounting
- Series 27 Securities License – Financial and Operational Principal
Tracy joined Synergy Wealth Management in 2007 as Assistant Controller. As the Chief Financial Officer, she is responsible for all the finances for the company. Before joining Synergy, she was a team leader in a group preparing IRS Form 5500-series returns for employee benefit plans and spent time working in a payroll department. Outside of her job, she enjoys spending time with her family and reading. She is also on the board of a children’s home that provides housing for abused children.