Tracy Stoesser joined United Planners as an Operations Manager in January of 2022.
Tracy brings to United Planners 5 years of experience in the financial industry, having served as Operations Manager for Pegasus Financial Group since October of 2016. She also has extensive background in customer relationship marketing, database marketing and operations management.
Tracy earned her bachelor’s degree from Salisbury University. She then spent more than ten years in the database and direct marketing field, working in the New York City metro area. Prior to joining Pegasus, Tracy was an office manager at a local private preschool.
When her children were young, Tracy spent several years being a stay at home mom. During her time at home with her young boys, she was active in the community, serving as treasurer for her children’s elementary school PTA and a local cub scout organization. Tracy currently serves on the board of the local chapter of the Young Men’s Service league and enjoys being team mom for her older son’s lacrosse team. She basically enjoys helping other people and keeping their family life organized!
She currently resides in South Riding along with her husband David, having relocated from New Jersey in 2004 for her husband’s job. They stay busy trying to keep up with their two boys (ages 18 and 16) and watching their various sports and activities. They attend church locally and try to get out and enjoy all that Northern Virginia has to offer when they can.