Built for People Who Want to Lead Their Financial Lives with Confidence
Behind every client relationship is a team that genuinely cares about your outcome. At T. Sapp Financial Partners, we bring together experience, intention, and a proven approach to planning and investing, designed to deliver guidance that moves you forward with confidence, clarity, and purpose. Our business is built on a foundation of thoughtful client relationships.
Tracee J. Sapp, CFP®,
Founder & CEO
Tracee Sapp, CFP®, is uniquely qualified with over 20 years of experience, 2 degrees in engineering, the CERTIFIED FINANCIAL PLANNER® certification, and Series 7, 63 and 6 Securities Registrations. She knows numbers—but she also knows that financial planning is about so much more than that. When she is not helping clients pursue their goals, she is a foodie, a yogi and a room mom. She enjoys reading, interior design and traveling with her husband and two daughters.
Tracee founded T. Sapp Financial Partners with the belief that each client is different. Using a holistic process and systematic approach to financial planning, she focuses on getting to know what’s most important to you. She believes financial planning is more than just money. It’s about building financial confidence and a planning partnership to address your wealth for a solid financial future.
Kathlene Gorman
Client Service and Operations Specialist
Helaine Milch
Communications Specialist
Helaine Milch is a Communications Specialist who supports the practice by bringing clarity and consistency to how we connect with clients and the broader community. She helps shape messaging across client communications, marketing...