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2600 East Memorial Road
Edmond, OK 73013

(855) 285-0316LinkedIn


Tracy Stagner

Tracy Stagner

Tracy graduated from Oklahoma Christian University with a Finance degree, and then obtained an MBA degree from Northeastern State University. She serves as our Compliance Officer, and is also licensed as an Investment Advisor Representative.

In addition, Tracy is a licensed CPA. Through her accounting firm, she assists clients with their tax preparation and accounting needs.