Tracy joined Callan Capital in April of 2024 as Associate, Operations and Client Service. Using a holistic approach to ensure client satisfaction, Tracy brings a wealth of knowledge in providing an exceptional client service experience. Tracy strives to go above and beyond to give clients what they want.
Prior to joining Callan Capital, Tracy worked as a Client Service Associate for broker dealers as well as registered investment advisors. Tracy also holds a Bachelor of Science in Management from Pepperdine University. Tracy employs purpose, service, and leadership in everything she undertakes.
Tracy resides in the southern California desert in La Quinta. She enjoys practicing yoga, going paddleboarding, and spending her free time with friends and family.