Toni Tracey

Toni is our Integrator and a Client Liaison, having joined the team in November 2019. She graduated from Loyola University Maryland with a Bachelor of Arts in Communication, specializing in Public Relations and Advertising, and a minor in Business Administration. Toni is passionate about building meaningful connections with clients and enjoys hearing about their retirement plans and the exciting projects they undertake.

Outside of work, Toni loves exploring new restaurants, baking, and playing tennis, as well as spending quality time with friends and family. She shares her home with her fiancé, Ryan, and rescue cat Iffy. Toni’s positive attitude and commitment to client care truly enhance our team.