Tracy Schaff

Upon completion of his MBA in personal financial planning in 2006, Tracy entered the industry as a life insurance agent and evolved into a full-service financial planner with an emphasis on wealth accumulation and risk management.

As a Certified Financial Planner in the Puget Sound area, Tracy has gotten to know many local families. He understands that when it comes to preparing for your financial future, each person's needs are unique. As a student of the industry, Tracy is passionate about financial literacy and aims to help you understand your options.