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 closely held Medical Aesthetic CEO's, Their Teams and Career Women

 

By focusing on flexible policy design, policy diversification, underwriting management and results we are able to deliver consistent and creative solutions to accumulation, wealth transfer problems and situations posed to us by our clients and their advisors. After the plans are implemented we diligently monitor and service the policies and programs. 

 

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

Leadership

Select 04_edited.jpg

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 empowerment and she specializes in the Medical Aesthetics Industry and enjoys working with Medical Professionals of Diverse Backgrounds. 

 

She is a public speaker, and host of the popular Aesthetics business podcast "Diamond Hands" and outside of taking care of her clients she enjoys traveling the world with her partner. 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.

3O8A0145 (1)_edited.jpg

Rosie Collado

Employee Financial Wellness Coordinator

Rosie coordinates financial education workshops for your team in order to ensure that your employees are able to make empowered decisions personally and understand their employee benefits package. 

 

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

 

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

thumbnail_Image (1).jpg

Candice Kardulis

Director of Client Care

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.