Ms. Schmotzer joined Vantage Financial Group in 2019, after spending over 20 years at a broker/dealer for a large regional bank. Traci’s practice focuses on helping clients define and then pursue their financial goals, particularly in the areas of wealth accumulation and retirement income planning.
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 when time allows.
She is a Registered Representative and Investment Adviser Representative (Series 7,66) with Cetera Advisor Networks, a registered broker/dealer, member FINRA/SIPC, and a registered investment adviser. Traci is licensed to sell Life, Accident & Health, and Annuity insurance in the State of Ohio.