Tracy Skupien

Executive Assistant

Phone: (949) 766-5026
Fax: 949-429-7205
E-mail: Tracy@LifestylePortfolios.com

Tracy joined Lifestyle Portfolios in 2009. She is available to assist clients with many of their needs including account maintenance (address changes, IRA distributions etc.) and scheduling appointments with Jena and/or Lenny.

She is also responsible for:

• Scheduling Wholesaler Meetings
• Scheduling On-Air Radio Guests