Joining John E. Sestina and Company in 2014, Tracey brings a culmination of more than 30 years of education, leadership, and passion in the fields of corporate communications, public relations, training, and client services. This skill-set enables her to provide superior service that starts with the initial client interaction, and ends with a capable hand on the daily operations, truly creating a stand out experience for our clients. Working with our advisors to determine client needs and expectations, as well as our software partners, she leads our BEST Team in the managing of the front-line client process.
Her expertise, people skills, and attention to detail afford us the opportunity to stay connected to what truly matters when helping our clients achieve financial success.
"It's human nature to need to understand things, and to be heard. When our clients reach out to us and entrust their financial history and goals to us, good or bad, it's critical that we provide them with a relationship that is meaningful to them. With a trusting hand through this comprehensive process, we are creating life-long connections with our clients, and helping them find success."