03/15/2026
I wanted to share about our next speaker, Tracey Dean. Tracey has been with us for a while as a speaker, attendee, and friend.
Tracey Dean helps women stop guessing and start investing with purpose. As a Certified Financial Planner™ and IRS Enrolled Agent, she brings more than 15 years of experience helping clients align smart investing with smart strategy, because what you keep matters just as much as what you earn.
Known for making complex topics actually make sense, Tracey translates the alphabet soup of investing into clear, practical steps women can confidently act on. Her signature frameworks The Tracey Method and DesignHER Wealth are built to help women build real wealth with confidence, not overwhelm.
A first-generation college graduate and fierce advocate for financial clarity, Tracey believes true financial planning should support health, wealth, and happiness creating real choice and flexibility in how people live and work. She partners with professionals, entrepreneurs, and families who are ready to be intentional and unapologetic about building wealth.
Based in Millcreek, Utah, Tracey shares life with her partner Sherri, their rescue husky Moxie, and her newest favorite title Grandma to her 2-year-old granddaughter, Steele. When she’s not talking markets, you’ll likely find her on the pickleball court or the golf course because portfolios matter, but so do good d***s and straight drives.
Connect with Tracey on Linkedin: https://www.linkedin.com/in/traceysdean/