Tracy is our operations manager, providing product information and high-level administrative support to our clients. Tracy oversees all aspects of contracting, compliance, and office direction. In addition, she also works closely with our advisors to coordinate client portfolios and providing a layer of support to our team members and clients.
Tracy has been in the insurance and investment industry since 1983, during which time she managed an MGA office for over a decade. Tracy has worked with a number of brokers helping contribute to their success—and the success of their clients—by offering a level of expertise attained from years of hands-on industry experience. Tracy is passionate about finding solutions to any problem in a manner that is seamless for our clients.
An advocate in the fight against cancer, Tracy participates in and is a proud supporter of a number of cancer fundraisers within our community. She is an active participant in Run for the Cure and also partakes in the Summerland Giant Heads Grind. Her contributions to such commendable causes add to the pride we have in our team at PSG.
Tracy is an avid art lover, and in her downtime, you can find her with a paintbrush in hand, applying expression to canvas. In the winter months, Tracy waves bon voyage from a cruise ship headed to the hottest beach she can find.