Tracey Lundahl, FPQP™
Operations Supervisor
Tracey Lundahl serves as the Operations Supervisor for Beacon Pointe’s Ultra High Net Worth team, including the firm’s Partner Support offering. In this role, she oversees the delivery of operational support to Beacon Pointe’s local offices, ensuring a consistent, high-level of service for the most complex and sophisticated client relationships. Tracey joined Beacon Pointe in 2019, bringing with her over two decades of experience in the financial services industry and a strong commitment to service excellence. She lives in Phoenix, Arizona with her husband where they devote much of their free time to rescuing and caring for animals.