Meet our team
Wealth Advisor | Menlo Park, California
Tracie was one of the very first employees at Opes, joining in 2004.
Opes’ platform and philosophy allowed her to incorporate her extensive background in real estate and real estate financing into her practice of helping clients achieve their short term and long term financial goals. Tracie enjoys working alongside her clients to help them navigate the many financial questions and challenges that we all encounter as well as helping them design a plan for a fulfilling and confident retirement.
Tracie has been in the financial services industry for over 35 years.
Her career has included previous experience in small business 401k planning, life insurance planning and real estate financing along with her current role as Financial Advisor with Opes Advisors.
Tracie grew up in the Dallas area and relocated to California in 1994.
Tracie lives in the Bay Area with her family of four and her two labradoodles.