Tracie joined the KFG team in January 2017, as a Planner Associate. She was born and raised in eastern South Dakota and obtained her Bachelor’s degree with an Emphasis in Finance from the University of South Dakota, where she also met her husband, Shane. Shortly after their engagement, their journey took them to Memphis, TN where they resided for eleven years. While in Memphis, Tracie’s career was focused in the financial services industry, where she served nine years with one of the premier financial planning firms of the Mid-South. In her most previous role, Tracie oversaw operations and client services within the firm. Tracie has a passion for people and planning and enjoys seeing individuals and clients achieve their hopes and dreams.
Tracie and her family returned to South Dakota in 2016 to realize their dream of opening their own Optometry Practice and being close to family. Tracie enjoys playing golf, swimming, and relishing the beautiful views and scenery of the Black Hills with her husband and three children.
What Tracie Does All Day
Planner Associate: As a Planner Associate, I am involved in monitoring and implementing clients’ financial plans. In a typical week, I assist in the preparation for upcoming meetings by gathering all pertinent information, creating agendas, and any paperwork that may be needed. Meeting preparation varies depending upon the client’s agenda and what stage of the planning process the client is in. I also request various documents from a client’s professionals and/or from clients directly. I review insurance coverage, estate planning documents, tax returns, beneficiaries, and titling to ensure our financial planning software systems are up to date with this information. I participate in client meetings as well as handle any follow up actions that result from the meeting. When I am not preparing for meetings, I am reviewing client data and software systems for accuracy as well as focusing on career development and implementing best practices.