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About

Buffer, Bouncer,

Bodyguard

About

My friend and business coach, Carrie Wilkerson, once described me…

”You are the Buffer, Bouncer, and Bodyguard for your clients!”

It was said with some humor, of course, but after thinking about it - she was right! We take our client work seriously. We are there to eliminate the stress and worry of daily expense management, while also keeping a strategic eye on your family’s wealth growth for future generations.

 

Get in touch

We at Notes and Numbers, LLC know that finding the right person to represent you is a choice not to be taken lightly. That’s why we offer an initial consultation to walk you through your needs and the scope of your goals.

CONTACT US ▸

 
 

Tracy Snow
Owner, Notes and Numbers, LLC

Tracy snow

Philosophy

It is rewarding to work with overwhelmed individuals and families. Family wealth management is daunting. It is critical to have an individual with proven operational excellence on your team. We work strictly on your behalf coordinating with your team of wealth advisors, accountants, estate planning lawyers, and your family to maximize your estate planning, gifting strategy, and generational wealth growth.