Our Team

Tracy L. Smith

Insurance & Client Experience Director

Throughout Tracy’s career at The Rosselot Financial Group, she has established and maintained many longstanding relationships simply by being her warm and uplifting self. She is a strong relationship builder and genuinely interested in what is going on with others. Tracy has been instrumental in the growth of Rosselot Financial as the firm has quadrupled in size during her tenure. She is a strong advocate and knows the power of ‘Live for Today. Prepare for Tomorrow. Plan for Life.’ Tracy holds her Series 6 and Series 63 securities registration, along with her Ohio Life Insurance License, and is also an Ohio Notary.

Tracy loves traveling, going to concerts, hosting & attending dinner parties, but most of all, sharing laughter amongst family and friends. Her favorite pastime is spent raising her two incredible children, Jared and Lilyanna, alongside her best friend and husband, Jason! As natives to Anderson township, Jason and Tracy made the decision to dig their roots a bit deeper and raise their family in their home town.

Check the background of this investment professional on FINRA’s BrokerCheck.

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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Interdependent Advisors are not affiliated.