Tracey Bryan, CFP®, CKA®

Senior Wealth Manager

With over a decade of experience, education, and training in the financial services industry, Tracey joined Nickels Wealth Management in February 2016.  She specializes in area employer plan benefits, retirement income needs, and tax planning.  In addition to holding FINRA securities Series 7 with LPL and 65, Tracey also holds the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor designation. 

"Simply said, I love helping hard working people retire!  Building a strong, enduring relationship with clients originates with a deep understanding of the client's most important values and goals, but it's nurtured through translating that knowledge into thorough and effective solutions.  The most satisfying part of each day is the genuine connection that comes with helping clients simplify their financial life by working together to create and implement their financial life plan.  Coaching clients throughout retirement to avoid common investor mistakes is where the consistent value lies."

Outside of the office you may find her at various sporting events with her husband, Scot, cheering on their two children, Treston and Kate. Hunting, fishing, and horseback riding are also family favorites depending on the season.  She is a member of Cornerstone Methodist Church in West Point.  

The plans of the diligent lead to profit as surely as haste leads to poverty. Proverbs 21:5


Phone 662-327-4607 ext. 212