Tracy brings a wealth of financial expertise to her clients, rooted in a career that began as a Financial Advisor at Merrill Lynch. She later advanced into commercial banking, earning a coveted spot in JP Morgan Chase’s Formal Credit Training Program, where she rose to the role of Senior Commercial Lending Officer.
With deep experience in commercial real estate, small business, and lending, Tracy is more than a banker—she’s a trusted advisor and strategic resource for business growth. Her clients value her ability to combine financial insight with personalized guidance, fostering relationships built on trust and results.
Beyond her professional role, Tracy is committed to giving back to the Dutchess County community, serving as an Advisory Board Member for the Salvation Army Poughkeepsie Corps.
Contact Tracy Today!
Call: 845.867.6567 | Connect on LinkedIn