Our Team
Get to know us
Traci Havey; President
Morgan Neumeister; Associate/ Office Manager
Morgan Neumeister; Associate/ Office Manager
“Knowledge is something you learn, Wisdom is the ability to apply that knowledge to your everyday life.”
Traci Havey is the Owner and President of Wealth & Wisdom Partners with over 25 years of experience in the insurance and financial services industry. She is passionate about helping individuals and families protect what matters most,
“Knowledge is something you learn, Wisdom is the ability to apply that knowledge to your everyday life.”
Traci Havey is the Owner and President of Wealth & Wisdom Partners with over 25 years of experience in the insurance and financial services industry. She is passionate about helping individuals and families protect what matters most, without the stress or confusion that often comes with financial decisions.
As a trusted insurance agent and financial representative, Traci provides personalized strategies to support clients through every stage of life, from income protection and retirement planning to legacy preservation. Her clients value guidance, education, and a true partnership built on trust and clarity.
CA License # 0C14410
(619) 521-2100 Ext. 104
Morgan Neumeister; Associate/ Office Manager
Morgan Neumeister; Associate/ Office Manager
Morgan Neumeister; Associate/ Office Manager
"Like flowers that bloom in unexpected places, every story unfolds with beauty and resilience."
With nearly 10 years of experience in the industry, Morgan is a steady and trusted presence at Wealth & Wisdom Partners. She supports our clients with care, efficiency, and attention to detail, ensuring that everything runs smoothly and seaml
"Like flowers that bloom in unexpected places, every story unfolds with beauty and resilience."
With nearly 10 years of experience in the industry, Morgan is a steady and trusted presence at Wealth & Wisdom Partners. She supports our clients with care, efficiency, and attention to detail, ensuring that everything runs smoothly and seamlessly.
As a proud mom to a young daughter and baby boy, she deeply understands the importance of security, organization, and planning for the future. Her compassion and relatability make clients feel comfortable and supported every step of the way.
CA License # 4481449
(619) 521-2100 Ext. 102
Abbie Gladstone; Associate/ Office Assistant
Morgan Neumeister; Associate/ Office Manager
Abbie Gladstone; Associate/ Office Assistant
“True wealth is built with wisdom — steady decisions, clear vision, and a future designed with intention.”
With a focus on financial wellbeing, and a background in Business and Coaching, Abbie helps individuals and families protect what they’ve built while creating retirement plans that emphasize stability, clarity, and long-term peac
“True wealth is built with wisdom — steady decisions, clear vision, and a future designed with intention.”
With a focus on financial wellbeing, and a background in Business and Coaching, Abbie helps individuals and families protect what they’ve built while creating retirement plans that emphasize stability, clarity, and long-term peace of mind.
She has a passion for the strategic and customization that goes along with each plan. Abbie serves as a trusted resource and advocate, helping clients feel confident, informed, and empowered about their financial journey.
CA License # 4481418
(619) 521-2100 Ext. 101
Contact Us
Get in Touch
(619) 521-2100 Reception@w-wp.com
Wealth & Wisdom Partners
3517 Camino del Rio S San Diego CA 92108
