Tracey oversees retirement plan and endowment services and is based in our Chattanooga office.
Her extensive retirement plan experience helps her advise and guide businesses on how to make retirement plan offerings a robust benefit for employees. She also helps nonprofit and foundation boards develop investment approaches and strategies for endowments and other organizational funds.
Tracey earned a bachelor’s degree in economics from Texas A&M University in College Station. She currently serves on the United Way of Greater Chattanooga Campaign Cabinet, as a board member for Big Brothers Big Sisters of Greater Chattanooga and vice chair of the board of directors for Chattanooga Area Food Bank.
In The News
From Chattanooga Times Free Press: Smith has a flair for demystifying insurance and retirement plans