Aul Financial Group Welcomes New Financial Advisor
Tracey has managed significant books of business, including high-net-worth clients, and is adept at comprehensive planning that integrates retirement, tax, legacy, and insurance strategies. Her approach emphasizes building trust and educating clients, which aligns perfectly with Aul Financial Group's values of transparency and client education.
"We are thrilled to welcome Tracey to our team," said
Tracey thrives in collaborative environments and enjoys both business development and direct client engagement, making her well-suited to support Aul Financial Group's ongoing growth and marketing efforts. Her preference for a well-rounded, non-product-limited practice matches Aul's broad service offerings and client-focused culture.
Website: aulfinancialgroup.com
Insurance products are offered through the insurance business Aul Insurance Group, LLC (AIG). Aul Financial Group, LLC is an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Aul Insurance Group, LLC (AIG) are not subject to Investment Advisor requirements. IPW and Aul Insurance Group, LLC (AIG) are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 9f9c6998 – 09/25.
View original content:https://www.prnewswire.com/news-releases/aul-financial-group-welcomes-new-financial-advisor-302590259.html
SOURCE Aul Financial Group, LLC
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