Tracy joined Moneta in 2018, bringing with her more than 20 years of financial service industry experience in both operations and compliance management. As Operations Manager for the Finerty Team, Tracy is responsible for developing, implementing and evaluating processes and procedures for the practice. She believes that creating operational efficiency allows the team extra time to go above and beyond to deliver the highest quality solutions to the families we serve.
Tracy obtained her Bachelor’s Degree in Business Administration with a certification in Financial Institutions and Services from the University of Missouri – St. Louis in 2004 while simultaneously working in the financial services industry.
One of Tracy’s greatest joys comes from helping others succeed, both professionally and personally. Outside the office, she loves sharing the spirit of philanthropy and volunteerism with her husband, Dave, and sons, David and Andrew. Together, they also share a love for boating as a family.