With almost 20 years of experience in the tax and financial industry, Tracy brings great analytical skills, strong attention to detail, and excellent teamwork abilities to her role of Tax Associate with WEG. 

Having joined us in 2022 via the Napa Valley Wealth Management acquisition, Tracy is passionate about ensuring that every client’s needs and requests are dealt with efficiently and accurately. Her talent, her positive outlook, and her commitment to high quality service make Tracy a great asset for her clients and teammates alike.

Services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.