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Our History

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

When it comes to the daily life of business, we have experience in protecting wealth and making prudent decisions. Trust plays a key role in our practice and we understand it is essential when working with clients. At the same time, we recognize the reasons why people invest with professionals - to help reduce stress and prepare for the future. It's a bit of a balancing act: safety, earnings, and maintaining the highest level of customer service.

Tracy's Education and Licenses

  • Louisiana State University - Bachelor of Science, 1988
  • Texas State University - MBA, 1993
  • Securities Registrations: Series 6, Series 63, Series 65
  • Insurance Licenses: Life, Annuities and Long Term Care

Tracy's Community Service

  • West Austin Chamber of Commerce - Member
  • Tracy's Bikes for Schools - Founder

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