Experience

Tracy Collins began her career in the Financial Services industry with Wheat First Securities in 1989.  She remained with Wheat First (or successors) until her move to UBS in 2007.  Tracy's team duties focus on the development, implementation and support of individual, corporate and non-profit retirement plans.    In addition, she provides comprehensive financial planning strategies, portfolio management, lending and insurance services.

Tracy received her BA in Business Management from Virginia Wesleyan College in Norfolk, Virginia.  Tracy is extremely active in her local community, supporting many charitable organizations throughout. She has been a member of the School Planning Council in Virginia Beach as well as President and board member of the Parent/Teacher/Student Association. 

Tracy is a true Hampton Roads native, residing in Virginia Beach with her husband of 25 years, James and their three dogs.   Their daughter, Erica, is currently pursuing a Finance degree at James Madison University.

M.K. Copley began her career in the Financial Services industry as an officer at a local savings bank in Norfolk, Virginia where she spent 8 years in financial analysis and planning, handling the bank's investments and cash management.  She joined UBS's predecessor firm Kidder, Peabody in 1991.  M.K.'s duties focus on the administrative and client service areas of the team.  She holds the Series 7, Series 66 and Series 63 licenses.

M.K. received her B.A. in Political Science and B.S. in Sociology from Virginia Tech.  M.K. currently resides in Chesapeake, Virginia with her husband of 35 years, Dave.   Their youngest son, Tyler, currently resides in Virginia Beach, Virginia and their oldest son, David, resides in Dinwiddie, Virginia.