Support Staff

Tracy Guglielmo

Client Relationship Manager

Tracy is someone you can depend upon to be extremely detail-oriented and customer focused. She has valued efficiency and business excellence throughout her career, which we both have in common. Tracy’s experience working in the financial services industry will provide extra value to my customer base. Her business background provides a unique opportunity for her to handle complex projects as needed.

Originally from California, she lives in Bellevue with her husband, Mike, and three teenage children, Christy, Katie and Matthew.

Dedicated to the highest ethical standards, Tracy’s role will provide client service support so we can fulfill the promise of integrity, professionalism, commitment and service to all of you.  I‘m excited to have her as part of my team and to support me in assisting you all in pursuing a thriving life! 

Tracy can be reached at 425-214-0445 or