Tracy is a Managing Director – Investment with Wells Fargo Advisors in Cincinnati, OH, serving clients in the community with their comprehensive wealth management needs. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Tracy brings nearly 35 years of experience working with successful investors, wealthy families, and many private business owners. Tracy enjoys getting to know his clients on a personal level.

Through a process of open communication, Tracy uncovers his clients’ goals, objectives, and risk tolerances. This allows him to create plans that best align with each client’s unique needs. As he helps individuals and families craft their investment allocation strategies, he draws from a set of six strict financial criteria to screen equities in order to help them make sound investment decisions. Additionally, Tracy specializes in long-term wealth planning strategies, including investment analysis, estate planning strategies, concentrated stock strategies, legacy and philanthropic planning, and capital & finance needs. By elevating his clients’ needs and hopes, and building plans tailored to address their fears and mitigate risks, his goal is to help them accomplish their short- and long-term life goals.

Before joining the team at Wells Fargo Advisors, Tracy was a Senior Vice President and Senior Portfolio Manager at UBS, as well as a First Vice President and Senior Portfolio Manager at Merrill Lynch, where he was a member of the firm's prestigious President's Council and consistently ranked in the top 10% of the firm's advisors. He also served as a Senior Vice President and Senior Portfolio Manager at Smith Barney.

A native of Northern Kentucky, Tracy earned his Bachelor of Business Administration in Finance from Eastern Kentucky University. To continue his industry education, Tracy earned an Executive Certificate in Financial Planning from Xavier University and graduated from the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania.

In his spare time, Tracy enjoys golf and is a passionate Reds, Bengals, and UK fan. He’s also an avid outdoorsman, and proudly summited Mount Kilimanjaro in Tanzania, Africa in 2013. To give back to his community, Tracy volunteers for several charities including the Free Store Food Bank, Tender Mercies, and Habitat for Humanity.

BROOKE IS A FINANCIAL ADVISOR with Wells Fargo Advisors in Cincinnati, OH, serving clients in the community with their retirement, investment planning, education savings, and wealth management needs. Brooke joins the Barker Wealth Management Group of Wells Fargo Advisors with two years of corporate finance experience from Procter & Gamble. She is eager to help clients build their legacies, manage their wealth, and run their businesses.

Brooke’s favorite aspect of her work is having deep, personal conversations with clients to uncover their goals, objectives, and risk tolerances. This allows her to create plans that best align with each client’s unique needs. By elevating her clients’ needs and hopes, and building plans tailored to address their fears and mitigate risks, Brooke’s goal is to help them accomplish their short- and long-term life goals.

Brooke is proud to be part of a company that always puts the client first. From its size and strength to its product and service capabilities, she is supported at Wells Fargo Advisors by specialists in virtually every wealth management discipline. With access to a broad array of company resources – including research analysts and economic and market experts – Brooke can help clients make informed investment decisions based on their specific needs.

As a native of Northern Kentucky, Brooke graduated from University of Kentucky with a Bachelor of Business Administration in Finance and Marketing in 2019.

With a passion for culture and travel, she brings a worldly perspective to the team, as she has lived in Barcelona, Spain; Sydney, Australia; and Rio Pomba, Brazil. In her free time, Brooke enjoys staying active through sand volleyball, yoga, golf, and skiing.