Rochester Hills

Tracey Parry


Client Service Associate

1055 E South Blvd, Suite 230
Rochester Hills, MI 48307

Tracey Parry
Tracey Parry

Professional Certifications

  • FPQP® – Financial Paraplanner Qualified Professional

About Tracey

With a passion for providing exceptional service, Tracey works closely with her team of advisors to ensure that every client interaction is met with the utmost care and professionalism.

Tracey was a part-time administrative assistant for LifePlan Financial Advisory Group before the firm joined Buckingham Strategic Wealth in 2023. At LifePlan, she worked with the firm’s advisors to provide an excellent client experience. Prior to joining LifePlan, Tracey provided administrative support in the public and private sectors, where she honed her ability to manage complex tasks and navigate demanding schedules.

Tracey's educational background complements her practical experience. She holds a Bachelor of Arts degree in communications arts from Oakland University. She currently holds a Financial Paraplanner Qualified Professional (FPQP) designation.

Tracey is married and has two sons. Outside of work she enjoys spending time with family and friends and is passionate about lacrosse and pickleball.