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Joining Dakota in 2007, Tracy Rogers is Chief Administrative Officer and Director of Client Service, but to her colleagues she’s “Command Central.” Highly focused on steering and executing the processes and procedures she put in place, Tracy ensures Dakota continues to provide an exceptional client experience.
Her responsibilities have paralleled this growth. Tracy not only organizes the day-to-day operations but also drives the customer service part of the business. She responds to client inquiries and requests, meeting deadlines as they are defined. A face at industry trade shows and conferences, Tracy loves interacting on both sides of the business, with industry professionals and investment advisors alike.
Prior to joining Dakota, Tracy was Director of Client Services for Penn Square Real Estate Group and an Annuity/New Business Underwriter for Allianz Life Insurance Company of North America. She holds a bachelor’s degree in Business Management from Gettysburg College.