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Tia Tracy

Tia Tracy

Client Relationship Manager

Tia has been working with investment advisers in the financial industry for over 10 years. She holds a Series 7 securities license through LPL Financial and has passed the Series 66 exam held through Western Wealth Management, LLC. Tia assists Michael Coleman and Charlie Rhoades by building infrastructure efficiencies and helping clients with financial questions and transactions. She loves working with clients and is proud to be in an industry that helps people pursue their financial goals. 

Tia was born in New Mexico, raised in Texas, and has been a Colorado resident for 20 years. She and her husband enjoy gardening and playing with their Chihuahua, Daisy Doodles. 

 

  

 

 

 

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