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Tracy  Montoya

Tracy Montoya

Office Manager

Tracy has many years of experience in sales and marketing, event planning and coordination and Human Resources with a very large company. She also worked as an office manager for 10 years before joining Infinity Wealth Management in 2013.
 
Tracy’s experience, her caring nature and outgoing personality have helped clients feel comfortable and even special throughout the planning process and the ever present ongoing service needs. Because of her great ability to deal with clients and keep things organized, Tracy has advanced from assisting one of Infinity Wealth Management’s representatives to be coming Jerry Citarella’s personal assistant and taking on many duties as office manager.
 
Tracy raised three daughters in the Santa Clarita Valley, where she has resided since 1990.