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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.