Traci McKinney

Traci McKinney:

Traci McKinney serves as the Office Manager, acting as a central point of coordination for the firm’s daily operations. With 18 years of professional experience in administrative roles, she provides the organizational structure necessary to support a high standard of client service.

Traci is dedicated to maintaining a professional and welcoming environment for every individual who visits the office. Her extensive background in administrative management allows her to handle complex operational tasks with precision, helping the firm remain focused on its mission to provide clear and consistent guidance.

Experience & Education:

Over nearly two decades, Traci has developed a deep understanding of the administrative requirements essential to the financial services industry. She applies this experience to streamline internal processes and facilitate effective communication between clients and the advisory team.

A graduate of Terre Haute South High School, Traci continued her education at Ivy Tech Community College. Her long-standing professional history and commitment to organizational excellence make her an integral part of the firm’s goal to provide a professional, client-centered experience.