Tracey Dean Financial

Tracey S. Dean (she/her)
CERTIFIED FINANCIAL PLANNER™, EA

With Tracey, financial planning is less about crunching numbers and more about creating a life you love. She brings clarity to the chaos, helping women (and those who love them) build financial lives that are thoughtful, strategic, and unapologetically aligned with what they value most.

Her first lesson about money wasn’t in a classroom,  it was as a young girl, trying to get her dad to write a child support check to her mom. That experience left an imprint: money isn’t just about math. It’s about power, stability, and the ability to protect the people you love. That early moment sparked a lifelong mission to not just understand wealth, but to help others build it with purpose.

Grounded in deep expertise in tax planning and risk management, Tracey created The Tracey Method — a practical, personalized approach that goes beyond investing to address inflation, longevity, and all of life’s “what ifs.” Her signature framework, DesignHER Wealth, empowers women to own their financial future with confidence, creativity, and a solid plan.

Tracey’s journey is as inspiring as it is resilient. After surviving a near-fatal car accident and relearning how to walk, she became the first in her family to graduate college from Westminster University, proof that grit and purpose can change everything. That experience shaped her mission: to help others live more intentionally, with their money and their mindset. She loves education and furthermore in 2023 & 2024 completed her certifications as a CERTIFIED FINANCIAL PLANNER™, and as legal representative for the IRS, is an enrolled Agent (EA).

She lives in Millcreek with her partner Sherri and their rescue husky, Moxie. She’s a proud bonus mom to Erin and Sarah and recently stepped into her favorite new role, grandma to baby Steele and in September 2026 she welcomed her grandson Shia. Off the clock, she loves reading personal development books, traveling, digging in the garden, playing pickleball and golf, discovering the best local eats — and helping LGBTQ+ and allied business owners in Utah thrive.

Ready to design a financial life that supports your biggest dreams? You’re in the right place.

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