As a Chief Business Development Officer, Tracey believes that the most important element of his business model is to work in the very best interest of his clients and prospective clients to achieve the most efficient and economically cost-effective means to mitigate their financial risks and liabilities. A Client-First mentality drives all of his planning models.
Tracey has 29 years of experience as a financial counselor and fiduciary. He focuses his passion on helping clients reduce, avoid, or eliminate catastrophic losses that come with tax liabilities and wealth transfers. High-net-worth clients have unique problems that demand unique planning strategies. His goal is to introduce, educate and implement Level 10 planning models for those eligible high-net-worth clients and their families to a better planning model. HNW Families should not be forced to pay excessive insurance premiums or financed compound interest often found in traditional planning methods.
Born in Spring, TX, Tracey now resides in Greenville, SC with his beautiful family.
With a career spanning over two decades, Chad has been involved in designing financial models for the ultra-wealthy and understands their approach to money. His observations reveal: So many accumulate significant wealth, yet experience an internal void. This often comes from putting their identity in their Net worth. With an industry that is not investing in their clients, yet fully investing in maintaining control of their client's portfolio, it tends to keep their lives on the emotional roller coaster of chasing rates of return and beating the market! The majority just don’t know all their options.
Nationally recognized as the leading authority and the number one strategist for building true wealth, Chad uses a combinational approach to wealth creation. His mission is not only to help people build external wealth through proven strategies that guarantee profitability but also to cultivate internal wealth. He is dedicated to empowering others to pursue their purpose, unlock their potential, become fully present, and experience real peace both personally and financially.
Chad resides in Fountain Inn, SC with his beautiful bride and two sons.
(931) 684 -4278
100 East Vine St., Suite 309
Murfreesboro, TN, 37130