Tracy Orbell

I’m all about getting things done—and helping others feel good along the way.

Before joining Craig in the financial planning business, I spent over 15 years as a high school PDHPE teacher, inspiring and guiding students. Teaching was a career I loved, but the challenge of helping people in a different yet meaningful way led me into financial services, becoming a qualified Paraplanner in 2018.

Much like teaching, no two days in financial advice are the same, and no two clients are the same. That’s what makes this work so fulfilling.

Finances can feel overwhelming, but assisting Craig in breaking things down, educating clients, and helping them make sense of it all—that’s the part I love most.

We genuinely care about what we do and the people we do it for, with clients often telling us they feel inspired by the energy and enthusiasm we bring.

Life has thrown its share of curveballs, but those moments have shaped how I approach my work.

Outside of work, you’ll find me cheering at live sports, diving into the ocean, traveling to new places, or enjoying great food with family. It’s all about finding balance, staying curious, and enjoying the moments in between.