Tracy Pati

Tracy Pati brings a wealth of experience and a profound commitment to helping individuals and families achieve financial success. With a career in financial services spanning since 2014, Tracy firmly believes in the power of a comprehensive financial plan as the cornerstone of her client relationships. Holding the CERTIFIED FINANCIAL PLANNER™ (CFP^®) and Certified Divorce Financial Analyst^® (CDFA^®)* designations, her approach encompasses a wide array of financial considerations, from investment strategies and tax awareness to estate planning and insurance needs, all tailored to her clients' unique circumstances and goals. Tracy's journey in the financial services industry began with her cum laude graduation from the University of Utah, where she earned bachelor's degrees in International Studies and Spanish Teaching.