Tracie Davis

Tracie Davis is the Personal Executive Assistant at Alta Wealth Partners, where she supports firm leadership through executive coordination, operational support, and strategic project management. Drawing on an extensive background in project coordination, marketing, and office operations, she brings a thoughtful, organized approach to managing schedules and communications, supporting strategic initiatives, and creating a seamless experience for clients and team members.

Tracie joined Alta Wealth Partners in 2026. Outside of work, she enjoys spending time with her husband and family and especially treasures her role as a grandma.