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Tracy Guglielmo

Executive Assistant

Tracy provides administrative professional assistance for Hope Carlson and Matt Adams. She joined Dowling and Yahnke Wealth Advisors in 2021.

Tracy is originally from Los Angeles. In 2015, she relocated to Bellevue, WA, where she worked in the financial service industry as a Client Relationship Manger and Office Manager for financial planning companies. Tracy is very excited to be back in California continuing her career with Dowling & Yahnke Wealth Advisors.

Tracy is happily married to her husband for more than 25 years. She is blessed with a daughter and boy/girl twins who all attend college on the West Coast.

What do you find most rewarding about working at Dowling & Yahnke Wealth Advisors?

The team at Dowling & Yahnke is very welcoming and supportive.  I find it rewarding to work with a talented group of employees who are both genuine and passionate about working at the Firm.

Why did you join Dowling & Yahnke Wealth Advisors?

I was impressed with the positive environment of the Firm and decided to join because their values resonated with mine.

What is your favorite vacation spot?

My favorite trip was to Paris, France, with my husband.  However, my go-to vacation spot is Maui because the beach is my happy place.

What is your favorite family tradition?

My favorite family tradition is watching Christmas movies a few days before Christmas.  We enjoy spending the day together in our pajamas and eating appetizers!

What is the best gift you’ve ever received?

My best gift is being married to my best friend and having three healthy, happy children.