Tracy st John Email & Phone Number
Hourly, Fee-Only Financial Planner @ Financial Avenues, LLC
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Tracy st John Location
- Kansas City, MO, US
Tracy st John Work
- 2010 -now Hourly, Fee-Only Financial Planner @
- 2003 -2010 Retirement and Investment Consulting @ Alliance Benefit Group
- 2005 -2006 Tax Preparer @
- 1997 -2003 Asst Vice President @ Commerce Trust Company
- 1997 -1997 Trust Officer @ Commerce Trust Company
- 1991 -1996 Retirement Plans @ Kemper Service Company
Tracy st John Education
- Kansas State University
MS (Family Financial Planning)
2002-2004 - Birmingham-Southern College
BS (Biology/Psychology)
1984-1988
Tracy st John Skills
- Retirement Planning
- 401k
- Investments
- Asset Allocation
- Estate Planning
- Financial Planning
- Retirement Income Strategies
- Budgeting
- Cash Flow Management
- Portfolio Management
- Insurance Reviews
- Social Security Strategies
- Management
- Project Management
- Microsoft Excel
- Public Speaking
Tracy st John Summary
- Tracy st John, based in Kansas City, MO, US, is currently a Hourly, Fee-Only Financial Planner at Financial Avenues, LLC. Tracy st John brings experience from previous roles at Alliance Benefit Group, H&R Block and Commerce Trust Company. Tracy st John holds a 2002 - 2004 MS in Family Financial Planning @ Kansas State University. With a robust skill set that includes Retirement Planning, 401k, Investments, Asset Allocation, Estate Planning and more. Tracy st John has 2 emails on RocketReach.
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