Tracy and her company focus on investment management and asset protection for companies, business owners and professionals. She provides wealth management and financial planning, as well as life insurance, disability and long-term care. She also provides services for employer-sponsored retirement plans (including profit sharing, defined benefit and cash balance plans), and captive insurer plans.
Tracy is principles focused and is highly competent and forward-thinking when it comes to client matters, as well as how she runs her own business. Honesty and trustworthiness is a given. Relationships matter. It is an honor and a privilege to provide clients with stewardship of their financial assets.
Tracy is Licensed in Texas
Tracy has been an NACFC Member since 2020