About Tracy Boorman
It’s not easy to take that first step and begin a conversation about money. That’s why I take a different approach when working with my clients. It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication and together we will develop a financial plan that helps your money work for you as you save for retirement and protect those you care most about. As your financial guide, we provide financial planning, wealth management, and encouragement tailored for you.
- Retirement income planning
- Investment management
- Protecting loved ones
- Tax analysis
- Charitable giving and legacy strategies
Living generously in Wooster Community
- Member of St. Paul Lutheran Church in Smithville, OH
- Volunteer Action Team Coordinator
- Volunteer Friend of Walton Woods Wildlife Preserve
- Volunteer at Wayne County Dog Shelter
Meet My Team
Clear View Financial Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/clear-view-financial-group
Chelsey Mack
Chelsey.Mack@Thrivent.com
- Title
Dedicated Service Professional
- Location
Appleton, WI - Corporate Office
- Phone
- 920-628-4751
Darcy Juday
Darcy.Juday@Thrivent.com
- Title
Dedicated Service Professional
- Location
Appleton, WI - Corporate Office
- Phone
- 920-628-4751
Sharron Scott
Sharron.Scott@Thrivent.com
- Title
Dedicated Service Professional
- Location
Appleton, WI - Corporate Office
- Phone
- 920-628-4751
Stephanie Darling
Stephanie.Darling@Thrivent.com
- Title
Associate Dedicated Service Professional
- Location
Appleton, WI - Corporate Office
- Phone
- 920-628-4751