Tracy’s passion of helping people find solutions to their challenges is a result of being a self-described “out of the box person.” Countless times, over the past 25 years of experience in the financial services industry, this has served her well. Her extensive background includes underwriting, case design, premium finance, contracting and policy service. Such a variety has provided her the tools to support clients and advisors in building a custom plan design tailored to each individual in order to help them realize their long-term dreams.

Tracy holds an UND (Underwriter), ACS (Associate Customer Service) and FLMI (Fellow Life Management Institute) designations. She is a native Houstonian. When not working, Tracy is an avid reader and enjoys gardening. She is a volunteer with Soldiers Angels, supporting our military overseas.