About

Tracey Wardwell

I use my 30+ years of banking experience to help understand your financial picture so that we can work together to determine the best financial goals for the short term and long term.

I specialize in small business. Small business owners know their business and what they want to accomplish. I work with small business owners to be their financial expert so they can run their business and I help them reach their goals. Their accountant and attorney are important to me so that we can work together as a team, doing what is in the small business owners best interest to help their business thrive.

Specialties: Financial analysis and planning, educating, networking and connecting business' to help them grow.

So, ask yourself these questions...

Do you find when you contact your Banker, you often wait and wait for a response?

Does your Banker talk more about themselves and less about you?

Do they go through a checklist of financial questions, but really don't take the time or interest to fully understand your business and what makes you tick?

If the answer is YES, then read on...

Does your Banker stay in touch with you sharing new ideas, strategies and services to support your business?

If the answer is No, then maybe it's time for a banking checkup.