About.

Since our inception, Tracey Donavan Insurance & Retirement Services has been totally focused on building a strategically aligned, resource focused practice. 

Through our relationships with top rated companies we are able to deliver cost-efficient insurance and financial strategies for you and your team. 

 

We personally curate relationships with lawyers, cpa's, bookkeepers, marketing experts and consultants and have built an eco-system for your success.   

Team Leadership

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Leslie Tracey

Founder & Principal

Leslie has been working with business owners since 2014 and she knows the challenges. She is a fierce advocate for women's leadership and she specializes in the Medical Aesthetics Industry and enjoys working with Medical Professionals of Diverse Backgrounds. 

 

She is a Galderma GAIN Business Trainer, and host of the popular Aesthetics business podcast "Diamond Hands", partner in Diamond Hands Media and outside of taking care of her clients she enjoys traveling the world. Originally from Cheshire, CT, she loves reading, playing violin, pipe organ and the outdoors. She resides in North Andover, MA and works nationally.

Fun fact: Leslie was a Music Director for 10 years! She is 1 of 7 children, and studied English Literature and Music at Western Connecticut State University.

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Rosie Collado

Executive Business Partner

Rosie is a 2020 Cum Laude graduate of Fitchburg State University with a Business Administration Degree. 

She brings an unwavering commitment to operations and quality control in the practice while maintaining a high attention to detail. 

 

Rosie joined Leslie in August of 2020. Prior to this, Rosie learned valuable experience working for Allstate Insurance. Rosie is also fluent in Spanish.

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Joseph Kotula, LUTCF

Vice President

Joe assists us by providing expert strategy in risk management, retirement planning, estate planning, business planning strategies, special care planning and employee benefits and leadership development.

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Kathleen Cassidy, JD

Vice President, Advanced Markets

Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses.

Licensed but not practicing.

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Candice Kardulis

Business Operations Assistant

With a degree in Entrepreneurship and Small Business Operations from Western Connecticut State University and a Master's in Leadership and Spirituality, Candice brings a unique mix of business acumen and process to the team.