Tracy Hawbaker, AWMA®, CTFA

Posted on by Steve Price

Tracy is a Registered Investment Advisor Representative with more than 35 years of combined experience across banking, finance, and healthcare/insurance. She joined the firm in 2010 and became an owner in 2022. Her professional background includes banking and finance roles with Montana Bank, First Interstate Bank, and UBS Financial Services.

Tracy holds the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers and the Accredited Wealth Management℠ (AWMA®) designation from the College for Financial Planning. She works closely with clients to understand their unique circumstances and help them achieve their financial goals, while also playing a key role in portfolio management and providing in-depth market and security research for the team.

A native of Billings, Tracy earned a Bachelor of Science degree in Business Finance from Montana State University–Bozeman. Outside the office, she enjoys golfing, watching sporting events, and spending time with her husband, Jim.

Meet the Team

Cladis Investment Advisory, LLC – Billings, Montana
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