Tracie began her professional career in the financial services industry in 1987 and has been associated with North Island since 1999. Tracie holds the Chartered Retirement Planning Counselor(sm) (CRPC®) designation. Her extensive experience with retirement planning allows her to help our members as they accumulate wealth during their working years and manage their wealth during their retirement years. She also helps individuals with their risk management needs by using life and long term care insurance. Tracie, a graduate of San Diego State University, has a Bachelor’s of Science in Business Administration with an emphasis in finance. Tracie is looking forward to helping you and your family with all of your financial needs. When she’s not working for you, she enjoys traveling with her husband Tom.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.