Traci Tipple

Client Analyst

Great relief, then confidence. That’s what happens, says Traci, when clients see how their finances can support the life they want, not just now but for decades to come. To get there, Traci crunches the numbers on dozens of what-if scenarios, so you can understand all your options and the trade-offs. Knowing all the variables are accounted for builds conviction in your final plan. What if your life changes? Traci is there to restore confidence in your finances once again.

Designations and Education

  • Chartered Financial Analyst (CFA®)
  • B.A. in Business Administration
    Pacific Lutheran University

Community and Industry Affiliations

  • Institute of Chartered Financial Analysts
  • CFA Society