Meet The Team

Questions? CALL: 1-800-747-7574

Tracy Freese

MA, CTEP®

Instructor

Tracy Freese has been a licensed, multi-line insurance agent in Iowa since 2008.

Over the course of her career, she has held the Series 7 and Series 66 investment licenses as well as the Chartered Trust and Estate Planning designation.

Tracy is a graduate of Kaplan-Schweser’s Financial Planning program. She holds a Master’s Degree in Organizational Communication from Northern Iowa and a Bachelor’s Degree in Business Administration from The Franciscan University.

Currently, Tracy is an Adjunct Instructor at Hawkeye Community College focusing on online learning.

Tracy, her husband Ben and their three children live in the Cedar Falls area where she enjoys photography, fantasy football, and Game of Thrones.