Tracy L. Fisher

Marketing Assistant

Tracy holds a Bachelors Degree from Michigan State University, and has 28 years of industry experience. She has helped both advisors and clients alike in all sorts of market conditions, and has been an invaluable resource in making sure that everything flows smoothly behind the scenes. 

It’s not surprising that she has been so successful in her various roles as the business is in her blood. She comes from a financial planning family, Her dad Mike was an advisor for nearly 30 years, and she has been married to advisor husband Gary for 30. To say she has seen it all would be to understate the case! Her experience has spanned most elements of the financial planning world. She has worked with new advisors, created training programs, and marketing and communication campaigns to name some highlights. 

Tracy operates like a human Swiss army knife in the firm, handling a variety of diverse ‘mission critical’ functions that help make the individuals experience a positive and enriching one from the moment they become a client. 
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Tracy is also a graphic designer, web designer, and professional muralist and artist. She is responsible for producing our magazine The Mentor, and creates our web content, marketing materials, and produces audio and video content . She supports the firms efforts in compliance, marketing, and operations among other duties.