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Tracie Handberg
CFP®
Financial Advisor
Financial planning has always been a passion of mine, but my role as an advisor took a longer path. I started out as a student who loved math classes. I was in corporate project management for the beginning of my career, and after we married, my husband and I lived off my salary while he used his salary to pay off his graduate school loans.
After our second child was born, I was out of the workforce for most of their school years. I read all I could about financial planning, and despite living off one (government) salary, made sure I made spousal Roth IRA contributions every year.
About 10 years ago I started completing formal financial planning classes. In 2017, when I wanted to understand more about how taxes impacted individuals and families in various situations, I studied and became a certified volunteer tax preparer.
Preparing hundreds of tax returns really gives you insight on financial moves that can help or hurt you! After completing my Financial Planning certificate, I took and passed the challenging CERTIFIED FINANCIAL PLANNER™ exam in 2019 before I re-entered the workforce. I guess you could say I’m a life-long learner!
I joined Verisail Partners in 2021, and love our philosophy and client-focused approach to financial planning! I might get a little obsessive about details, but I really enjoy creating financial plans and recommendations, tailored to each client’s individual situation. I have my own base of clients as well as help support detailed financial planning for some of our other clients.
Tracie works best with clients who:
✔ Are navigating a career or life transition and need expert guidance
✔ Want a structured plan for growing their wealth
✔ Prefer a tailored approach to savings and investing
Get to know more about me
Family. Hobbies. Community.
Personal Points of Interest
- Family: I am married with 2 young adult children who are recently out on their own. Questions on funding college, graduate school, weddings? Paying down or avoiding debt? I’ve been there!
Outside Interests: I enjoy outdoor / nature activities, cooking, reading (I’ve been in the same bookclub for over 7 years) and traveling. - Community: I’ve been a certified volunteer tax preparer for 7 years, and have helped hundreds of senior citizens prepare their tax returns. I was a financial counselor for clients of a local food bank for over 6 years. And I hold leadership positions in two Methodist women’s church circles.
- Travel: I lean towards being frugal in many areas, but I will spend on experiences. My husband and kids are quite happy to let me do all the advance planning for our trips! I inherited the travel bug from my parents (this is a picture of me with my folks in Italy)!
Credentials & Education
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- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- B.S. in Business Administration, University of North Carolina at Chapel Hill (go Heels!), with emphasis in Finance and Marketing
- Certificate in Financial Planning, Florida State University
Ready to Chart Your Financial Future?
At Verisail Partners, we believe in empowering you to take control of your financial journey. Whether you’re planning for retirement, managing investments, or seeking guidance on life’s financial decisions, our team is here to help. Reach out today to schedule a consultation and discover how we can navigate today and tomorrow, together.