Our Team

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about seeking to make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

MacKinstry Financial & Investments, LLC utilizes LPL Financial, Member FINRA/SIPC, the leading independent broker-dealer firm in the United States (as reported in Financial Planning Magazine June 1996-2023 based on total revenue). Therefore, we do not offer any proprietary products. We specialize in retirement planning by looking at your whole picture today and for the future. 

We have helped hundreds of educators in Connecticut with their retirement needs. We also assist small business owners and individuals in seeking to help them reduce their tax burdens, save for retirement and provide for their employees. We make it a priority to connect our clients’ financial decisions with their goals and values. 

Tracy helps you make smart choices with your money. She is an Economics/Finance graduate of Syracuse University and has also received her paralegal certificate at the University of Hartford. Ms. MacKinstry has been devoted to financial...

Read more