Tracy Shemano

Client Service Associate
Tracy Shemano

My Story

Coming soon…

How I’m expanding what’s possible with money

I am adamant about not overspending. I’m also adamant about savings contributions and having resources available to help others. I don’t advocate anyone skimping or depriving themselves of needs or wants, but I also don’t advocate anyone paying more than necessary. With a little resourcefulness, it’s possible to have what you need and want while still being able to assist others and watch your savings grow.

Outside of work, my passions include

My passions include my husband, three children, and my extended family. I’m an avid jogger. I’ve run three marathons (New York and Los Angeles) and the majority of people on the Westside of Los Angeles have seen me jogging. My family and I love to travel, and we do much sightseeing via jogging. Much of my free time is spent as a Regional Chair of my undergraduate university’s alumni interviewing program. My life mantra is, “No Regrets!”

Follow Tracy Shemano

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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