Broker Check
Tracy VanHamme

  • University of South Carolina, B.S, Accounting
  • Series 27 Securities License – Financial and Operational Principal

Tracy joined Synergy Wealth Management in 2007 as Assistant Controller. As the Chief Financial Officer, she is responsible for all the finances for the company. Before joining Synergy, she was a team leader in a group preparing IRS Form 5500-series returns for employee benefit plans and spent time working in a payroll department. Outside of her job, she enjoys spending time with her family and reading. She is also on the board of a children’s home that provides housing for abused children.

 

Have A Question?







Thank you! Oops!

Recommended Content

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.