Tracy Hoffmann is Managing Partner/Director of Client Services for XXI Wealth. Tracy has 32 years of experience servicing and managing the expectations of her clients and coworkers while completing tasks in an efficient, accurate, and timely manner. Tracy’s passion for her work began at William Blair in 1992 as a floater helping clients, brokers, and sales assistants. She quickly advanced into a client service role within the first year and has been perfecting her skills throughout her career. Tracy left William Blair in 2003 to be part of Geneva Advisors. As one of the first employees of Geneva Advisors she helped establish the role and processes for the client service managers. In 2017 CIBC Private Wealth acquired Geneva Advisors and she assisted her clients and team during the transition to the new firm by going the extra mile. She received several awards while at CIBC and was honored to receive the Annual Achievers Award in 2022, which was a nomination-based award, nominated by a committee within CIBC.
As a lifelong learner, Tracy continues to cultivate her core values of understanding, reliability, and accountability while working towards her goal of enabling people to achieve their dreams and aspirations by better understanding their current financial situation.
During her spare time Tracy enjoys taking road trips, listening to live music, and most of all spending time with family and friends.