Tracy joined Old Port Advisors in 2004 as the Director of Operations. In his current role as Senior Wealth Advisor, Tracy works directly with individuals and employers. For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management. In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Tracy is a member of our Senior Management and Investment Policy Committee.
Tracy studied Business at Colorado State University and brings over 20 years of Financial Services experience. Tracy started his career at American Express Financial Advisors as an Advisor Coach.
Outside the office, Tracy enjoys golf, and coaching his children’s various youth league teams. Tracy, his wife Shawna, and their three children reside in Yarmouth.