As a Registered Representative at MBA Wealth, Inc., Tracy has worked with firm clients for 10 years.  Prior to joining MBA Wealth, she worked in real estate, eventually obtaining her real estate license, worked in title insurance as a processor and closer, and in mortgage as a loan processor, giving her perspective on all sides of real estate transactions.

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Tracy oversees much of the daily account maintenance, asset movement, and investing for the firm.  She also assists the office in setting up processes, systems, and data management, believing that efficiency and attention to detail are the keys to working smarter.

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Tracy graduated from the University of Northern Colorado and has been Series 7 and 63 licensed since 2024.

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A Colorado native, Tracy lives in Broomfield with her family, and when her children’s schedule allows it, she enjoys traveling, reading, building Lego sets with her family, and crafting of all kinds.