Tracey's philosophy is clear:

Start sooner, know your benefits.

The traditional methods of retirement planning are obsolete. Tracey champions a forward-thinking perspective on health insurance, long-term care and multi-generational planning, ensuring that her clients are well-prepared to face the future with confidence and clarity.

With her career as a Medicare agent, Tracey has witnessed the pressing need to bridge the gaps and unify the various aspects of Social Security benefits, Medicare, long-term care, and final expense planning.

Now, as a Registered Social Security Analyst and Financial Wellness Coach, she passionately advocates for a comprehensive, full-circle approach to advising her clients.

For Tracey, it’s not merely about insurance policies; it’s about empowering individuals to make informed decisions that significantly enrich their lives. She recognizes that all these elements are interconnected and believes that they should be addressed holistically.

Tracey firmly believes that understanding the benefits you have earned and collecting them to their fullest is crucial in building a stable future. However, she emphasizes that Social Security alone is not enough, and Medicare doesn't cover long-term care. Benefit literacy is vital to being prepared for the expenses that arise in the later stages of life, as we age and require more care.

Tracey's journey began in Wimberley, Texas, in 2012, when she embarked on her career in the insurance industry. From the early days of Obamacare to the transitioning landscape of Medicare and Part D, her mission has always been clear: to help others navigate the complexities of insurance and achieve a sense of financial security and well-being.  

Throughout her career, Tracey has had the privilege of assisting hundreds of Medicare beneficiaries in reducing their insurance costs. It is incredibly rewarding to her to know that her efforts have helped so many people find the coverage they need.  

Beyond her work in insurance, Tracey is a certified Master Practitioner of Neuro-Linguistic Programming (NLP), having completed over 500 hours of intensive study. This expertise allows her to understand and communicate more effectively with her clients, ensuring that she meets their unique needs and aspirations.  

Tracey's background is a testament to the power of resilience and determination. Coming from a family that faced significant financial challenges, she worked her way through college and carved out a comfortable standard of living for herself. These experiences have instilled in her an unwavering commitment to helping others achieve similar success.  

Tracey has been with her husband, Travis, since 2011. Both raised in Central Texas, they are now living in Wisconsin to be closer to family and to enjoy the state's rich offerings in hiking trails, community, and history. Their beloved 16-year-old long-haired Chihuahua named Tater Tot, brings endless joy and happiness to them and everyone he encounters.  

Tracey is driven by a desire to share what she has learned to make others' lives the best they can be. Her goal is to help individuals feel financially well and healthy.