Broker Check
Tracee Sapp,  CFP®

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The firm is led by Tracee J. Sapp, CFP®, who has practiced for over 19 years. She is an experienced financial professional, with a master's degree in Engineering, the CERTIFIED FINANCIAL PLANNER™ mark, and holds Series 7, 6 and 65 securities registrations. Tracee is a member of the Financial Planning Association of Georgia, NAIFA and is past president of the Atlanta Chapter of the National Association of Women Business Owners. Outside of work, she is a foodie, enjoys travel, reading, interior design and spending time with her husband, Cedric and their daughters, Symone and Summer.