Tracey Childers, CFP® is the owner of LFM Wealth Management, located in State College, PA. Tracey brings fifteen years of financial planning and thirty years of accounting and bookkeeping experience to the table. She enjoys helping people develop a plan to achieve their financial goals and assisting them with finding financial confidence. Tracey believes that having a good strategy for the future is the key to her clients’ success.
As a young girl raised by a defense contract auditor and a self-employed bookkeeper, her sights were set at an early age on following the numbers course. She graduated in 1985 from Penn State University with a bachelor's degree in accounting and was employed at Fleck & Associates from 1985 until 2012. During this time, she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation from the American College. Along with receiving her securities license, she currently holds the Series 7, 63 and 65 Registrations, which affords her the opportunity to work with different investment platforms as well as individual securities. In addition to securities and financial planning, Tracey maintains an active Pennsylvania life, accident and health insurance license and is able to assist clients in multiple states.
Tracey and her husband, Barry, reside in Stormstown along with their dogs Nellie, Charlie, Chloe and Molly. They attend Greater Grace Fellowship in Altoona, PA and love to spend time with family and friends. In the fall, Tracey and her loved ones enjoy visiting Elk Country (Benezette, PA) to see the wildlife and experience the changing seasons.
*Investment Adviser Representative and Registered Representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (Member SIPC). LFM Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors.
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