Traci L. Swanson

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Traci L. Swanson

Traci works on our Individual Services Division as a Practice Coordinator and as an Administrative Director. She works with the insurance agents, advisors, and planners to ensure that all client paperwork is processed accurately and efficiently through the life-cycle of each client case and she works to ensure that each client experience is optimal.

In her role as Administrative Director, Traci is responsible for the planning and operational efficiencies of our Individual Services Division.

Traci has over 15 years of experience in insurance and practice management work. She is a sought-after trainer and mentor to others in the organization.  Traci strives to deliver only the best customer service.

When not in the office, Traci enjoys live music and photography. She is also a dedicated Orioles fan who can often be found at Camden Yards cheering on her hometown team.

Professional Affiliations & Education:

  • Licensed Life and Health Insurance Agent