Employee Spotlight: Tracy Wells

July 3, 2017

Many of you may already know Tracy Wells, who serves as one of our three Investment Advisor Representatives. Tracy has been with Whitcomb & Hess since 2011.

Tracy is building her reputation as the local go-to girl for Social Security questions and strategies. She enjoys designing customized retirement plans to help clients maximize their Social Security benefits. Tracy is passionate about budgets and helping clients reach their goals. In addition to financial and retirement planning, Tracy also prepares income tax returns for clients during tax season.

Tracy is a graduate of Lincoln Christian College in Lincoln, Illinois. She holds the FINRA Series 65 license, and is licensed in all lines of insurance.
In her spare time, Tracy enjoys working with women as a Mary Kay consultant, traveling, and spending time with her family and friends. Tracy and her husband Andrew live in Ashland at the “Wells Zoo” with their many pets.

Keywords: tracy wells
« Back to Learning Center