Future Holistic Advisor, RSSA®
The Silbernagel Group, Inc. Real Wealth® Advisors
twhite@sgadvisor.net
Tracey is on the path to adding another face to our team of holistic financial advisors! In 2011, she entered the financial industry as a health and life insurance agent. Over time, she discovered a passion for guiding people through life’s major transitions—retirement, Medicare, and Social Security. That led to her expanding her knowledge in other areas like estate planning as well as obtaining a RSSA® (Registered Social Security Analyst) designation. Her interest in learning more about full picture financial planning led her to our doors and we couldn’t be more glad! You may see her during meetings, either taking notes or leading them, all in preparation to become a full-fledged financial advisor.
Though Texas will always be home, she moved to Wisconsin to be near family. When she’s not working, Tracey is exploring new places or recreating the tastes of home in her kitchen.