Professional headshot of a woman with long blonde hair, wearing a blue blazer and white top, smiling against a dark blue background with a circular blue border.

Tracy Powell-Warne

Chief Compliance Officer

(970) 837-3088

tracy@synergy-colorado.com

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Tracy Powell-Warne co-founded Synergy Capital of Colorado and serves as the firm’s Chief Compliance Officer, responsible for ensuring every client relationship, communication, and investment process meets SEC regulatory standards.

Before co-founding Synergy, Tracy spent 12 years in financial services, including branch management at Wells Fargo.  She holds a BS in Business and Communication from Arizona State University and a Master’s in Organizational Leadership and Change Management from Colorado State University.

Tracy is active on local nonprofit boards in Northern Colorado.  Outside the office, she’s a Level 2 Sommelier, a committed traveler, and an avid reader.  You’ll often find her influence in the details at Synergy client events.

Riding near The Great Sand Dunes

My dream wedding in Napa

I love our good boy, Calvin

Practicing my sommelier skills

Here’s a preview of our planning process.

This short walkthrough shows how we help clients move from uncertainty to clarity. We focus on structure, discipline, and decisions that align your money with your long-term goals.

Watch the video to see how our approach works and whether it fits how you think about retirement.