Tracy has helped affluent individuals and families pursue their wealth management goals for more than two decades. She focuses on strategies for sophisticated estate planning and wealth transfer. Prior to the founding of Brandywine Oak Private Wealth, she worked at Merrill Lynch, which she joined in 1990. At Merrill Lynch, Tracy was a Senior Vice President on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates. Tracy holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
She and her husband, Kevin, live in Greenville, Delaware, with their twins, Phoebe and TY. In her free time, Tracy enjoys reading, yoga and golf.