Tracy understands that as a business owner, you work hard to keep your business growing and staying ahead of the competition. You can take your business and your life in any direction you choose. Whether you are a family-run business, a sole proprietor, or a member of a professional team, if you are working to build your business, or considering a change, now or in the future, Tracy can help.

Unlike most financial planners that focus on planning for an individual, Tracy and her firm focus’ on helping business owners protect, grow, and exit their businesses with utmost efficiency. Tracy works primarily with business owners who want to feel confident that their overall wealth is growing, and that they always have the resources to do what they want, even when faced with circumstances outside of their control.

Tracy is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110, Irvine CA, 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0I13563

2024-171810 expires 3/25/2026