Operations Manager & Registered Representative
Tracy obtained her insurance license in November of 2021 and is a Notary Public for the State of South Carolina. Before relocating to Anderson, she lived in Newberry, South Carolina where she gained 20+ years of experience in individual tax preparation, office management, and business finance and administration (both non-profit and small business). She obtained her degree in Business/Accounting from Piedmont Technical College.
At Keowee Financial Group, Tracy is responsible for overseeing operations and driving business growth through effectively responding to the needs of clients and advisors. She is also responsible for managing and executing day-to-day business functions and mitigating any financial, operations, regulatory, or reputational risks to the firm.
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