Traci RoseClient Services Specialist
Traci has been part of the Partners in Financial Planning family since 2018. With over 25 years of experience in the financial services industry, she has spent the majority of her career in personal trust assisting clients through all stages of their financial life from building wealth to saving and protecting what they have built to transition planning during life and at death. She also has prior experience specializing in the administration of pensions, profit sharing and 401k plans. She holds a Bachelor of Business Administration from Roanoke College.
Traci is a Roanoke native and lives in Southwest Roanoke County with her husband and two sons. In her spare time she enjoys taking care of her family, hiking, biking and simply enjoying the outdoors.