Tracy leads Conrad Siegel’s consulting practice specializing in wealth management and financial planning. He is one of the firm’s top investment minds and works with individual investors, foundations, endowments and trusts to maximize investment potential.
Tracy plays an important role in leading the investment industry in the region as an influential thinker appearing in print and media often. He has appeared on a Fox affiliate morning news program over forty times to provide his financial opinions to viewers. Tracy has also been a guest multiple times on several radio programs including WITF radio Smart Talk and SiriusXM Your Money. Tracy has been quoted in the Wall Street Journal, Forbes, Kiplinger’s Personal Finance, Money Magazine, US News and World Report and Investment News. He has earned two of the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.
Tracy has always been client-first and he truly eats, breathes, and sleeps his craft. After getting to know his clients and helping them reach their goals, Tracy enjoys spending time with his family and professionally playing the trombone.