Tracy joined the Spivak Financial group in December of 2017. She holds her Life and Health Insurance License, bringing with her 6+ years of industry experience as both an admin and an agent. At the Spivak Financial Group, Tracy handles insurance related accounts, including Life Insurance, Employee Benefit Plans, Disability and Long-Term Care always focusing on excellent customer service. Understanding the importance of risk management in the overall financial planning process, she works professionally and diligently with the advisors to protect the client’s assets.
Tracy has been in Arizona for 24 years and is originally from Southern California. In her spare time she enjoys working in her husband’s ministry volunteering in the community and spending time with her family.