Tracey Kulpa Brenneise is a Wealth Advisor with IronOak Wealth, providing clients with clear, actionable guidance in all areas of financial planning and wealth management. With more than 20 years of experience, she helps families, executives, and business owners make confident decisions that align their wealth with their values and long-term goals.
Tracey believes that successful financial planning is rooted in education, transparency, and partnership. She takes a coaching-based approach—listening carefully, explaining clearly, and guiding clients through every stage of their financial lives. Her clients value her ability to simplify complex concepts and deliver practical solutions that enhance both financial stability and peace of mind.
In addition to serving individuals and families, Tracey works closely with small business owners to design retirement, and savings plans that benefit both ownership and employees. She helps entrepreneurs identify opportunities to preserve capital, reduce risk, and prepare for the eventual transition of their business.
Core Areas of Focus:
- Investment management and risk alignment
- Legacy and wealth transfer planning
- Business and executive risk management
- Succession and transition planning for business owners
- Fiduciary oversight and plan evaluation
- Deferred compensation and executive benefit strategies
An Austin native, Tracey earned her degree in Economics from The University of Texas at Austin. She is an Investment Advisor Representative, holding a Series 66 securities registration and insurance license.
Tracey’s thoughtful approach extends beyond her professional life. She and her husband, Rob Brenneise, lead an active lifestyle and are passionate about staying connected to their community. Tracey is an avid volleyball player and enjoys balancing competition with camaraderie—values that reflect her teamwork-oriented philosophy at IronOak. She also practices yoga, focuses on healthy living, and supports local charitable organizations throughout Central Texas.
Her philosophy is simple: financial success should bring freedom, not complexity. Tracey is dedicated to helping her clients achieve clarity, balance, and confidence in every decision they make.
IronOak In the Media
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Meet Tracey Brenneise
Tracey Discusses Fear in Retirement
Tracey Emphasizes the Importance of Estate Planning
More From Tracey
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Testimonials are not representative of all clients or results.
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We are committed to the security and growth of your investments, retirement plans, business goals, and personal finances, empowering you to achieve financial success with confidence.
100
+
Years of Combined Experience
22
+
Years of Providing Innovative Investment Solutions
14
+
Years Specializing in Company Retirement Plans
Team Devoted to Your Future
More than 100 years of combined experience
Our advisory team is dedicated to helping families, business owners, and executives preserve, grow, and transfer wealth with confidence. Each member of IronOak Wealth brings specialized expertise—spanning investment management, retirement planning, tax strategy, and estate coordination—ensuring every client benefits from a comprehensive and collaborative approach.
We believe true value is built through clarity, coordination, and trust. Our diverse team works together seamlessly to deliver the personalized attention and fiduciary guidance every client deserves.
