

Tracy has 29 years experience working face to face with his clients.
In 1980 he graduated from the University of Florida with a bachelors degree in Business and immediately began his work in the financial services industry.
He is a Chartered Retirement Specialist.
He served on the Board of Directors of the California Small Business Association for 5 years - a non partison advisory group working with legislators on behalf of the interest of small business in California.
In the early 90´s through affilitation with "Asset Protection Incorporated," he served as an advisor to financial planners during the developing stages of Long Term Care solutions for the protection of financial assets.