Director, Client Service & Transition Manager
Tracy Verhaeren is the primary service coordinator for our clients. She welcomes new clients and handles all the details involved in any service provider transition. Her background within the financial services industry is demonstrated in her familiarity with industry processes and provider requirements.
Tracy has more than six years of experience working in financial services. She earned her Associate’s of Science from Dixie State University in Utah, having also attended Utah Valley University.
Tracy enjoys traveling and holds season football tickets with her husband, a graduate of BYU. She is an active supporter of Autism Speaks, American Diabetes Association, Walk MS, and various Cancer Research foundations, as well as local food banks.