Ms. Schmotzer joined Vantage Financial Group in 2019, after spending over 20 years at a large regional bank broker/dealer.
Making a difference for her clients is what is most important to Traci. She enjoys helping them define and pursue their financial goals, including wealth accumulation and retirement income. Her practice is centered around financial planning, taking a holistic approach to providing investment advice.
Traci is a Cleveland native, residing in Avon with her family. In addition to spending time with family, she loves to travel and read a good book.
Traci is a Registered Representative and Investment Adviser Representative (Series 7,66) with Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. She is also licensed to sell Life, Accident & Health insurance and annuityies in the State of Ohio.