My Role:
Traci is the Operations manager for David and Jim Ellowitch. Traci assists with firm logistics, administrative processing and ensuring clients have the best possible experience.
Work History:
Traci has worked in the financial planning industry since 2014. The Ellowitch 3 Team joined IronBridge Wealth Counsel in 2022.
Where I Come From:
Traci resides in Allentown, Pennsylvania. Outside working hours, Traci is an extremely busy mom to her daughters, Charlotte and Avery. When not driving them to and from dance class, Traci likes to spend time with her husband, Will, read, go for walks and hang out with friends.
Education:
Traci graduated from Pennsylvania State University with a bachelor’s degree in Marketing.
My Why:
I enjoy helping others and I know financial planning has a huge impact on our lives.
Community Engagement:
Traci is very involved in her daughters’ school and often works with charity events connected with their education and the local community.