E-mail Directory
It may be more convenient for you to communicate with us via e-mail. If this is your preferred method of communication, feel free to send a message to one of our team members.
FOR OUR CERTIFIED FINANCIAL PLANNERS™ professionals
If you have specific investment, retirement or estate planning questions, e-mail one of our CERTIFIED FINANCIAL PLANNERS™ professionals. Collectively, they have over 50 years of financial planning and investment experience:
Joe Bowie, CFP®, Co-President and CEO
joe@wealthtrac.com
Randy Thurman, CFP®, CPA, Co-President and CFO
randy@wealthtrac.com
Carol Ringrose Alexander, CFP®, CDFATM, AIF®Executive Vice President
carol@wealthtrac.com
Tracy Atwood, Executive Vice President, CFP®, RFC®
tracy@wealthtrac.com
Chad Rudy, Vice President of Operations-Texas
chad@wealthtrac.com
FOR ADDITIONAL INFORMATION
You may be a visitor to our website, and would like additional information about our firm. Our staff will be happy to provide you with any information that can help you make wise choices when selecting a financial planner:
Erin Trusner, Director of Marketing
erin@wealthtrac.com
FOR CLIENT SERVICES
If you are a client, you may need to schedule a review meeting with one of our CERTIFIED FINANCIAL PLANNERTM professionals, take a distribution from your account, or need assistance with paperwork. E-mail our Client Services department:
Christine Fuller, Senior Vice President
christine@wealthtrac.com
Kelli Davis-Bass, Senior Vice President of Operations
kelli@wealthtrac.com
Heather Misialek, Vice President of Client Services
heather@wealthtrac.com
Erika Lopez, Client Services Assistant
erika@wealthtrac.com
Susan Ragan, Operations Assistant
susan@wealthtrac.com