Tracy brings over a decade of experience in investment research, financial analysis, and financial planning. She leverages technology and financial planning tools, including Holistiplan and RightCapital, to support the firm's planning process by helping organize client information, prepare analyses, and provide advisors with the resources needed to facilitate planning discussions.
Tracy also plays an integral role in the firm’s operations and development, overseeing the company’s website, social media, and marketing initiatives, while supporting the continued expansion of the firm’s financial planning and tax planning services. She earned her BA in Business Economics from the University of California, Irvine, with a specialization in international issues and economics.
Outside of work, Tracy enjoys traveling, discovering new places and cultures, and spending time with her husband and their three children. She and her family are always looking forward to their next adventure.