Client Service Manager
Tracie Becka cultivates and strengthens client relationships at Luma Wealth by assisting with client inquires, helping to prepare client paperwork for meetings and addressing all other aspects of client servicing. She prides herself on her ‘client first’ mentality and is dedicated to contributing to the team.
Before joining our firm, Tracie was a client processing manager at Lineweaver Financial Group. Prior to that, she worked at PrimeSolutions Securities as a client processor and as a financial advisor assistant for Wells Fargo.
Tracie earned her degree in journalism from Youngstown State University in Ohio and has passed the exams for the CompTIA A+ certification demonstrating IT security, troubleshooting and networking skills.
Tracie and her husband, Chris, live in Berea and enjoy all the attractions Cleveland offers, including cheering on the sports teams. Tracie believes in keeping her mind active by learning how to play instruments and tries to learn a new instrument every year.