I am a longtime Martinsburg resident. I graduated from Martinsburg High in 1996 and joined the 167th Airlift Wing right after. I continued my education at Shepherd University while serving as a Guardsman and obtained a B.A. and a B.S. as well as a Master of Business. This is where I grew up and where I intend to raise my daughter. I am committed to the people and businesses of this town and the Eastern Panhandle.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you are planning for retirement, living in retirement, navigating through different life milestones, or just trying to protect the financial future of the loved ones you care for the most, I will work together with you to develop personalized strategies to help you achieve your goals.
As an Air Force Veteran with 24 years of service I am honored and privileged to help my fellow service members. I understand the unique challenges facing military members looking to enter the civilian workforce after the military or those separating/retiring and planning to utilize their benefits immediately.
As a business owner, I appreciate the entrepreneurial spirit and internal discipline and motivation of small business owners and am passionate about helping you. As a business owner, you know the importance of developing a strategy and seeing it through. I understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process I take seriously. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Divorce Finances
- Military Professionals & Veterans
My Personal Interests
- Community Outreach
- Health & Nutrition
- Spending Time with Family
- Social Responsibility
Office Address59 Ruland Rd Ste D
Kearneysville, WV 25430
Phone NumberTracy V Regalia at (304) 707-0103
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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