Traci Henry



Actively joining the team, Traci brings her marketing, operational and practice management skills into the organization. With a degree in Finance and over two decades of experience working with independent investment professionals building their businesses, Traci knows what it takes to manage a growing business and be successful.  With a passion for business, food and health, Traci sprinkled in some fun when she opened and operated a frozen yogurt franchise for 5 years.  Her mantra has always been to “Work Hard, Play Hard” —she loves to play tennis, run, do yoga, and ride her bike.  Never short on ideas and energy, Traci also loves to cook, entertain, and have fun with her friends and family.