Tracy M. Collins
Operations Administrator

Tracy Collins

Operations Administrator

Tracy Collins is an Operations Administrator at the firm.  In this position, she works with Central Admin in all aspects of account administration, including opening accounts, transferring assets, processing distributions, implementing investment strategies, and billing.
Tracy brings to the firm a great deal of office and accounting management experience, including employee training and supervision, accounts payable, reimbursements, asset management, banking, monthly reconciliations, and purchasing. She also spent several years in the mortgage business as a mortgage originator and compliance officer.  

Tracy hails from Woodruff, WI and earned her bachelor’s in Business Administration and Accounting from the University of Wisconsin. After college, she moved to California where she met her husband Kirk, a Wheeling, WV native.  Today, Tracy and Kirk call Wheeling home.  They have three adult children and one granddaughter.  In her spare time, Tracy enjoys running, yoga, biking and stand up paddle boarding.