Spoken languages : English
Tracy is our Associate, and as such, she is your primary point of contact for investment services. She handles documents, client phone calls, and scheduling meetings. She has worked in the financial industry for over eight years. She will be handling the majority of our account opening procedures and you will most likely deal with her directly, whether it be through the phone or through email.
Tracy has been married to Josh for the last 11 years and has two children, Olivia and Colton. She is definitely easy to work with and a great team player!