Senior Financial Associate
Tracy Schultz is a Senior Financial Associate and has been with the firm since 1996. She joined the Panici-Dawson Wealth Management Team in 2015 and relocated her office to Old Plank Trail Community Bank to serve individuals and families in her hometown of Frankfort.
Tracy specializes in a warm, personalized, and consultative client service approach. She strives to deliver personal attention from the onset of every relationship to build a solid foundation for a successful partnership. With an emphasis on growing, protecting, and preserving wealth, Tracy helps clients identify their short- and long-term goals and craft custom investment strategies for every stage of their lives.
Tracy believes that every client deserves a caring and competent advisor who delivers service with unbending standards of integrity and can help them navigate the myriad of investment opportunities available in the marketplace today. As a licensed insurance provider, she also believes that a plan is not complete until the issues of life insurance and long-term care coverage are carefully considered. Tracy’s ongoing role with her clients refines and evaluates the progress of their plans in light of the changes that occur in one's lifetime.
Tracy resides in Frankfort with her husband and two young children. In her spare time, she enjoys golfing and coaching youth sports.
The Panici-Dawson Team is led by Jonathan Dawson and Cataldo Panici, with support from Tracy Schultz and Karen Kilinskis.
Ready to start a conversation?
Call us at 708-326-2587 or:
20901 S. LaGrange Rd.
Frankfort, IL 60423
Tracy L. Schultz, AIF® also serves clients by appointment at the following locations: