Tracey is a dedicated financial coach that uses financial planning to guide her clients on the path of their financial goals. She enjoys presenting educational topics to business groups and individuals to bring awareness to financial market changes and developments. Tracey works with small businesses to enhance savings practices to the owners and their employees, as well as managing the different risks business owners are subject to.

Tracey is an Austin native and graduated from the University of Texas at Austin with a degree in Economics. She has 20 years of comprehensive experience in the financial industry and is a Registered Investment Advisor, holds a series 66 and is Insurance licensed.