Tracy Quinn joined JNBA Financial Advisors to support clients’ needs in the Family Office. As a Personal Executive Assistant, she helps clients with everyday tasks, coordinating travel, administrative support, and more. In addition to the spontaneity of the job, she was drawn to JNBA because of the firm’s genuine focus on people and clients.
“Advocacy means providing our clients the highest level of support, working on their behalf to achieve results, driven by a genuine concern for everything in life most important to them.”
“I’ve always gravitated towards customer service roles. And here, I’m getting the opportunity to really help clients and their families to have more free time and focus on the bigger picture. It’s fulfilling to know that something I do positively impacts their lives.”
Before joining JNBA, Tracy worked as an Executive Assistant to the CEO of a local nonprofit and before that to the executive staff at a large accounting firm. She also has experience in restaurant and retail management – all positions that have cultivated her deep-rooted value of excellent customer service.
Tracy considers herself a curious person, which extends to her hobbies. She has found a passion for researching the mysteries of her family’s genealogy and also loves exploring the latest trends in fashion and pop culture through television, movies, and music.
Born and raised in the Twin Cities, Tracy says she has “stuck around Minnesota despite the weather.” She lives in Shoreview near many close friends as well as her mother, her son, and her dog Enzo.