Tracy serves as a core pillar of the Downtown Wealth Partners team, managing business operations and client relations with a steadfast commitment to accuracy, efficiency, and elite service. Bringing over 25 years of deep industry experience across financial services and accounting, she seamlessly handles a diverse range of client needs to ensure a smooth, high-touch operational experience.
Tracy’s career reflects a long-standing history of partnership, alignment, and trust. She began her financial services journey in 2001 at Edward Jones, working closely alongside Greg. In 2008, she and Greg transitioned their practice to the Raymond James & Associates Group in Northville, Michigan, before she officially expanded her role in 2013 to support both Chris and Greg. In addition to her extensive industry tenure, Tracy has served her local community as a registered Oakland County Notary Public since 2001.
A proud Michigan native, Tracy resides in Wolverine Lake with her husband, Jon-Marc, and their two sons. Kyle and Alex. Outside of the office, she loves disconnecting in nature-whether she is hiking, fishing, or just relaxing outdoors-and is an active member of the Orchard Grove Community Church.
(E) tracy@downtownwp.com
