Alera Group, Inc.

Tracey Kirby, CPC, CPFA®

Client Service Manager
Tracey Kirby

Tracey has over twenty-five years of experience in the retirement plans industry, specializing in working with plan sponsors to design and manage their company plans. Prior to joining Trinity Advisors Group, she honed her skills at The Standard, Core States Bank and Vanguard. 

Tracey holds industry certifications, including the Certified Pension Consultant (CPC) and Certified Plan Fiduciary Advisor (CPFA) designations from the American Society of Pension Professionals and Actuaries (ASPPA). Additionally, she holds a FINRA Series 65 license. Tracey earned a B.A. in Math/Computer Science and Psychology from Sweet Briar College. 

Her extensive knowledge and credentials make her an invaluable asset to our team and clients. Outside of work, Tracey enjoys riding horses and sailing, and attending Philadelphia Flyers’ games.

Investment advisory services offered through Alera Investment Advisors, LLC and Trinity Investment Advisors, LLC.

    Legal Fraud Disclaimer

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.