Resident of: Lewis Center, Ohio
Member of Grubb Wealth Management team since: 2012
Tracy is a graduate of The Ohio State University with a Bachelor of Science in consumer and family financial services. She is insurance licensed and a notary public. To be the best that she can be, she is preparing for her Certified Financial Planner™ exam.
Day-to-day activities at Grubb Wealth Management
Tracy spends her time ensuring all plans have all of the precise and correct data to then by analyzed by Molly. She is also responsible for setting up and maintaining all of the technical details of an account. Have a paperwork account, or lock yourself out of your eMoney account? She’s your gal to get that fixed.
When she’s not in the office
- Planning a wedding!
- Spending time with her future husband, Brad, and their spoiled pets (Kitty, Rosie and Willie)
- Rooting on the Buckeyes, Reds and Bengals
- Playing rec league softball
Favorite part about working at Grubb Wealth Management
Having a boss who cares about you as a person. Molly wants to see her employees improve ourselves personally and professionally. Not many places can say that. (No, she did not get paid to say that!)
- What did you want to be when you grew up? Nurse
- Favorite food? Pizza, hands down