Traci Schmotzer joined Vantage Financial Group in 2019. Prior to joining the firm, she spent over 20 years at a large regional bank broker-dealer. Traci focuses on financial planning and retirement planning. She enjoys helping her clients define and pursue their financial goals, including wealth accumulation and retirement income.
Traci is a Cleveland native and resides in Avon with her two children. She enjoys spending time with family, traveling and reading a good book.
Traci holds the Series 7 and 66 securities registrations along with Ohio Life and Health insurance license.