Tracy Lee

Tracy Lee is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in December 2022 after the merger with David Tennant Insurance. She obtained an Associate degree in Business Administration, a Bachelor of Science in Business Management and Marketing, and a minor in Art History. She has been in the insurance industry since 2015, primarily in personal lines with some commercial expertise, previously working as an office manager for David Tennant Insurance Agency. Her educational advancements and experiences have created a solid foundation for her career growth. She develops her skills by participating in consistent and ongoing learning. She has a strong work ethic as well as a strong emphasis on client education, exceptional customer service, and training skills. Tracy enjoys the ‘hometown’ vibe of the Central Coast and wants her customers to have the same experience.

Tracy has several businesses, including one focused on business development and consulting, an event planning company, and a boutique wine distribution company. She has also served as a Group Leader and Event Planner for various fundraising and philanthropic organizations. Tracy is passionate about philanthropy and charitable events.

In her time off, she enjoys spending time with her family, food and wine culture, as well as art and history. She enjoys traveling and cooking multi-course meals for large groups of people. Tracy has lived on the central coast for almost 25 years and loves everything about the area. She also enjoys funny dad jokes.

[email protected]

(805) 474-8962

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