TRACY SIMONDS

Operations Manager

Tracy holds her FINRA Series 7 and Series 63 securities licenses through LPL Financial.  In addition to her FINRA licenses, she has a Life, Accident & Health Insurance License through the State of Michigan.  Tracy has over 25 years of experience in the financial services industry and has extensive knowledge in many areas including operations, compliance and support. 

Phone (586) 991-7601