Coordinating, tracking and documenting the systems and processes required to provide ILGPW’s clients with the integrated strategies designed to protect, grow and successfully transition their wealth is no small task. Through her prior experience developing and managing the systems and processes of a successful west coast insurance and wealth management office, Tracey has the extensive experience and attention to detail required to vet, implement, manage and track ILGPW’s integrated services.
Certifications & Designations
Life and Annuities License, State of California
GO Team grass roots organization, Community Organizer, San Diego County
Registered thousands of voters
Having grown up in South Florida and happy to be back to spend time with nieces, nephews, sibling, and extended family