Senior Financial Advisor
Tracy was born in Amarillo, TX, a great place to be from. She likes to say, “The only foreign language she speaks is Texan.” After 4 years of college in Goodwell, OK, where she competed on their women’s basketball team and was a photographer for the yearbook, she completed a 4-year stint in the US Navy. Following that, she was married to the military, and it was during this time she started her family and career in the financial services industry in Virginia Beach, VA. She has been working in the Colorado Springs community since 2002.
Helping clients achieve their goals of educating their children, early retirement, and leaving a lasting legacy for the next generation is very fulfilling for her. Tracy’s client-centric approach reflects her belief that her success depends on the success of her clients.
Prior to joining Summit Wealth Group, Tracy founded and co-owned Legacy Wealth Planners with Lacey Jordan. In 2023 Legacy Wealth Planners joined Summit Wealth Group as their 10th financial office and first all-women office. This merger of businesses allows her to leverage their scale and infrastructure to free up her time to do what she loves, building relationships and helping clients realize their goals.
She is once again pursuing her CFP® designation after getting side-tracked by cancer in 2017. She is actively involved in the local community with an emphasis on encouraging young women to pursue a career in the financial service industry.
Tracy has two daughters and two dogs. She enjoys traveling, hiking, and is an avid sports fan.