Our focus has always been to build a strategically aligned, resource focused financial 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.
Leslie Tracey, Principal & Founder
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.
Agatha-Mary Obalum,
Private Client Concierge
As the Client Concierge at Tracey Donavan, Agatha-Mary ensures a seamless, high-touch experience for every client.
With a strong background in strategic operations, executive support, and project management, she expertly manages client communications, coordinates appointments, and optimizes workflows to enhance client satisfaction.
Her meticulous attention to detail and proactive approach allow her to anticipate client needs, streamline processes, and provide top-tier service. Agatha-Mary's commitment to excellence ensures that every interaction with Tracey Donavan is smooth, efficient, and tailored to each client’s unique needs.
Joseph B. Kotula, LUTCF,
VP
Joe assists us by providing expert strategy in risk management, retirement planning, estate planning, business planning strategies, special care planning, employee benefits and leadership development.
Kathleen Cassidy, JD
VP, 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.
Eric Nadeau,
VP, Employee Benefits
Eric aids us in ensuring that we source the best carriers for health insurance and employee benefits.
Other Professionals We Curate For Your Convenience
Lawyers, Accountants, Bookkeepers, Strategic Consultants, Etc.
Ask us: Aesthetic Black Book
