Tracy has outstanding talents with investment research and financial analysis. She focuses on technology tools, utilizing financial planning software and maintaining the contact management system. Tracy also manages the company website, client web tools, social media sites, and marketing for the office. She earned her BA in Business Economics from UC Irvine with a specialization in international issues and economics.
During her time off, she enjoys spending time with her family and traveling the world. She and her husband love traveling to new places and immersing themselves in their food and culture. Hawaii is their second home, Iceland has been their greatest adventure and the Maldives their favorite relaxation destination. Tracy and her husband are always looking for their next adventure. They recently welcomed a sweet baby girl who keeps them on their toes.