Overview

When working for others, Tracy showed that she was not only good at giving financial advice but excels at making people feel comfortable and trusting her as their financial advisor. She has many examples of clients that would not have responded well to the way others tell them what to do with their money and has closed challenging clients as a result.

When Tracy created Sapphire Investment Services, she recognized that the industry was underserved by female financial advisers, especially those with similar experience and licensing. She realized that she has unique capabilities and can make otherwise market-shy people feel comfortable with investing their money. Tracy’s ability to explain a complex financial plan is exceptional, and she especially excels with people that may not be used to the terminology or used to making decisions about their financial future.

Last Activity
2 weeks

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