Tracy Kellermeyer

Senior Client Services Specialist

What do you love doing outside of work?

I love escape rooms, whether it’s tackling one in person or diving into an escape room-style board game at home. I love reading historical fiction. A newer hobby of mine is writing snail mail to pen pals around the world. There’s something special about slowing down and connecting through old-fashioned traditions in today’s fast-paced, tech-obsessed world.

I also love exploring anywhere new. I like trying local restaurants, making traditional recipes that celebrate my heritage at home, and spending time outdoors biking, walking or wandering, and reading to my kids. I have a passion for travel, history, and culture. I’ve visited about half of the U.S. national parks so far and several countries abroad, but I look forward to seeing more!

Why did you decide to work in client services?

I became interested in the financial planning industry after my own debt payoff journey and saving for my wedding and honeymoon in cash. Experiencing the freedom that came with getting into a strong financial position for the first time in my adult life was incredibly empowering, and I couldn’t stop sharing my love of budgeting and financial organization with anyone who would listen!

Professionally, I’ve always been drawn to coordinating logistics, building relationships, and creating structure behind the scenes. I have a genuine passion for back-office operations. Helping our advisors stay organized, serve clients effectively, and deliver a seamless, positive client experience is where I thrive.

What experiences do you bring to your work helping clients?

I’ve been in Client Services & Operations for nearly a decade now! I have seen all kinds of situations and had to solve many types of issues. I get great satisfaction from being able to help busy people cross the finish line and help manage logistics so they don’t have to!

In addition, I have hired and trained a dozen other Client Service Associates to do what I do for other Advisors!

One issue I am passionate about is:

I care deeply about setting the next generation up for success; raising kids who spend more time exploring the outdoors than in front of screens, who build real connections that nurture positive mental health, and who grow up with a love for real, healthy food.

BS, Health Promotion and Wellness, University of Wisconsin-Stevens Point