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Meet our financial planning team

Tracie Becka

Tracie Becka

Processing & Client Services

Tracie is a member of the Processing Team. She assists with the processing of new business and helps ensure a smooth transition of transfers and also the establishment of new accounts. Tracie works closely with the other members of our processing team by assisting our clients with general services issues such as beneficiary and address changes, required minimum distributions and withdrawals.

Tracie and her husband enjoy all of the attractions Cleveland has to offer, including cheering on all of the sports teams. In the summer, they enjoy trail riding in their Jeep. Tracie is learning how to play a new instrument every year; most recently, she learned how to play the cello!