We help you Connect Your Money To Your Life TM,
so you can devote yourself to living the life you dream and design.

Tracey Lundahl

Tracey Lundahl

Client Associate

Tracey Lundahl serves our clients in the role of Client Associate and has more than 16 years of experience in the financial services industry.  Her primary responsibilities are to provide quality support to the Lofy Group team as well as work with our clients on an ongoing basis and as needs arise.  Her duties include providing administrative support to advisors with:

  • Performing service transactions
  • Preparing new account applications
  • Asset movement via transfers and journals
  • Money movement, including ACH and wire transfers
  • Corresponding with clients
  • Tax support
  • Notary services

Tracey earned her Bachelor’s Degree from Arizona State University’s College of Liberal Arts and Sciences.  She is a well-seasoned operations and administrative support professional with a strong background in multiple areas of financial services.  Originally from New York, Tracey has lived in Arizona for over 25 years and currently resides in North Phoenix with her husband, John.  Together, Tracey and John’s passion is rescuing and caring for animals and they share their home with a myriad of kitties and a rambunctious puppy.