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(804) 282-1238 info@cwealthra.com

financial planning associate

Tracy W. Johnson

FPQP™

Education:
BA – Gettysburg College

Experience:
10+ Years

Credentials:

  • Financial Paraplanner Qualified Professional- College of Financial Planning

Prior Roles:

  • Institute for International Research, VP – Capital Markets Conference Production
  • Berg Capital Corporation, Operations Administrator, and Trader
  • William C. Burden & Co., Client Administrator – Tax and Estate Planning

Service:

  • Boy Scouts of America, Troop 869, Treasurer and Committee Member
  • Clover Hill High School Marching Cavaliers, Parent Volunteer
  • Salisbury Presbyterian Church, Member, and Parent Volunteer

Personal:
Married to David, has two sons, a dog named Reba.  Likes to cycle, travel, spend time with family and friends, and volunteer in the community.

Tracy W. Johnson

Favorite Words

“Do not suppose opportunity will knock twice at your door.”

– Nicolas de Chamfort

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