Traci works closely with our financial advisors preparing financial plans and investment reports. Her client-facing responsibilities include transferring funds, completing account documentation, and tax reporting. She has over 20 years’ experience in the financial services industry, including corporate debt acquisition and credit fraud research and analysis.
Designation and Education
- Notary Public
- B.A., Economics, San Diego State University
- Traci is a native Iowan. She moved to San Diego in 1991 to advance her education and then pursue her financial services career.
- She is the busy mom to two active young daughters, Milan and Evelyn, who enjoy spending time at the beach.
- She has completed several half marathons, and is a life-long Big 10 football fan, particularly of the Iowa Hawkeyes.