Our Founder

In today's complex financial landscape, its essential for individuals, families, endowments and organizations to have a clear plan in place to achieve their most important financial goals. With years of experience in the financial services industry, Tracee is deeply committed to guiding you toward long-term financial success. Through her partnership with  you, she provides access to a comprehensive range of financial products, services, and expert advice.

As a Certified Financial Education Instructor, CFEI, through the National Financial Education Council, Tracee brings both expertise and a global perspective shaped by her life experiences around the world. Her worldview of economics and wealth management allows her to offer a broader approach to financial advising. 

A passionate advocate for volunteerism, Tracee believes "volunteerism is a vote for your community". She is committed volunteer with Junior Achievement teaching financial literacy in the classroom to middle school youth. She remains deeply involved in civic and community service, holding numerous leadership positions. She serves at the will of the Governor of the state of Kansas  as a member of the WIchita State University Board of Trustees. She serves as a public fiduciary on the Wichita Police & Fire Pension Fund Board, She serves on the Wichita Regional Chamber of Commerce Board of Trustees,. Additionally she serves as a member of the Kansas Health Foundation Audit Committee, President of the Wichita Downtown Rotary Charitable Fund Board of Directors, Junior League of Wichita Governance Board, while also holding the position as the Volunteer State President for AARP Ks. 

Outside of her professional and civic commitments, Tracee enjoys traveling, playing chess, reading, swimming and spending time with her two sons, grandsons and friends.

Tracee's wealth of experience, community involvement, and dedication to both her professional and personal life, making her a leader who truly understands the value of financial stewardship and service. 

Founder & CEO