Expertise

Personal trust administration, specializing in supplemental needs trusts

Experience

With over 25 years of experience in the financial service industry, Tracie joined Midwest Trust in 2021 with experience as a tax accountant at Big Six accounting firms Coopers & Lybrand and Arthur Andersen, financial advisor at American Express Financial Advisors, director of client services at Buford, Dickson Harper & Sparrow and account manager in the trust department at The Northern Trust Company.

Education

MBA, Webster University

Masters of Accounting/Taxation, University of North Carolina – Chapel Hill

BA in Economics, Spelman College

Professional / Civic Affiliations

Estate Planning Council of St. Louis, Member

ACLU Governance Committee, Member

The Links Incorporated, Member

Governance Committee of Planned Parenthood St. Louis, Former Board Member and Chair

Youth Learning Center/Biome Foundation, Former Board Member