Tracy Clark joined Indiana Trust Wealth Management in 2004, providing fiduciary services to individuals, corporate clients, and charitable organizations. She is also a member of the Indiana Trust Women's Advisory Group, which focuses on wealth management issues unique to women in the present, ever-changing financial environment – including the rise of women in philanthropy.
In her role as a Wealth Advisor, Tracy assists clients with financial planning and wealth management strategies – such as trust and estate planning, retirement planning, generational transfer of wealth, and education expense planning – in order for them to make informed decisions that coincide with both their short-term and long-term goals. Tracy builds personal relationships with each family and organization she works with, delivering a full range of financial solutions, tailored to meet their unique needs and address their individual circumstances.
After graduating from Ball State University with a Bachelor of Arts Degree in Office Systems Administration, Tracy went on to obtain the Certified Trust and Fiduciary Advisor™ (CTFA™) designation from the Institute of Certified Bankers. Prior to joining Indiana Trust, Tracy was employed for 11 years as vice president for a local property management company, where she worked closely with the Department of Housing & Urban Development, Rural Development, and private real estate investors.
An active member of the Michiana Estate Planning Council, Tracy has also served as a past President on their Board of Directors.