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Tracy B. Coffman, MBA

Tracy B. Coffman, MBA

Financial Advisor

Service Philosophy

When it comes to the daily life of business, I am experienced in protecting wealth and making prudent decisions. Trust plays a key role in my practice and understand it is essential when working with clients. At the same time, I 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.

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

Community Service

West Austin Chamber of Commerce

Tracy's Bikes for Schools, Founder