Our Team
Get to know us
Traci Havey; President
Morgan Neumeister; Office Manager
Morgan Neumeister; Office Manager
“Knowledge is something you learn, Wisdom is the ability to apply that knowledge to your every day life.”
Traci Havey has over 25 years of experience in the insurance and financial services industry. In 2002, she was named Disability Specialist of the year, nationwide, with Guardian Life Insurance Company. In her experience working with
“Knowledge is something you learn, Wisdom is the ability to apply that knowledge to your every day life.”
Traci Havey has over 25 years of experience in the insurance and financial services industry. In 2002, she was named Disability Specialist of the year, nationwide, with Guardian Life Insurance Company. In her experience working with clients and managing brokerage agencies, she has gained the understanding and importance of customer service with a team approach. Traci has been a member of The National Association of Insurance and Financial Advisors since 1998. She is also a member of the Million Dollar Round Table. She is a LEAP practitioner, a member of Wealth & Wisdom Institute and Circle of Wealth graduate. With her commitment to client satisfaction, Traci strives to educate her clients to achieve their maximum financial potential.
CA License # 0C14410
Traci@w-wp.com Ext. 104
Morgan Neumeister; Office Manager
Morgan Neumeister; Office Manager
Morgan Neumeister; Office Manager
"Like flowers that bloom in unexpected places, every story unfolds with beauty and resilience."
With almost 10 years in the business, Morgan is ready to help with any back-office questions you may have.
Morgan@w-wp.com Ext. 102
Abbie Gladstone; Office Assistant
Morgan Neumeister; Office Manager
Abbie Gladstone; Office Assistant
"Always invest in learning more."
As a former business owner of 6 years and certified coach, Abbie is always looking to help others better their lives.
Since she has entered the financial industry, she discovered a passion for the strategic and custom planning that goes into optimizing wealth for people and their families.
Abbie@w-wp.com Ext. 100
Contact Us
Get in Touch
(619) 521-2100 Reception@w-wp.com
Wealth & Wisdom Partners
3517 Camino del Rio S San Diego CA 92108
