Thomas Tracy Cfa , Cfp®, Mba Email & Phone Number

As Chief Client Officer at Aspiriant, I'm focused intensely on the client experience and achieving high levels of satisfaction. I love my job because of its breadth and capacity to empower our talented advisors to leverage our wealth planning platform to provide comprehensive, unique and holistic planning solutions for clients. I’m an enthusiastic student of behavioral finance and work to embed those concepts into our planning work to offer personalized insights to clients that help them understand the purpose of their wealth and navigate their emotional relationship with money. I first became fascinated with economics and finance in college at Chico State and San Francisco State and I’ve sustained that passion and interest for decades. Outside of work, I’m blessed to be a husband and father to two amazing young adults who inspire me to give back and help others in our community through activities, such as pro bone financial planning days.

Listed skills include Wealth Management, Investment Management, Alternative Investments, Asset Allocation, and 5 others.