About Us

Independent advisors. Local roots. A team that treats your financial life as more than a portfolio.

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Your Success is our Victory

How We Work With Clients

Every client relationship starts with a discovery conversation, actually digging into your financial and specifically your taxes. We want to understand your goals, your concerns, and what financial success actually looks like for your family before we ever talk about strategy.

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Framework

First-Year Planning Strategy

Every client relationship starts with a discovery conversation — not a pitch. We want to understand your goals, your concerns, and what financial success actually looks like for your family before we ever talk about strategy.

From there, we build a plan that covers the full picture: investment strategy, tax planning, insurance, and estate considerations. And we stay involved as your life changes.


Our first-year planning process gives new clients a clear roadmap for how we work together:

  • Months 1–2: Goals, values, and initial investment strategy
  • Months 3–4: Financial projections and technology orientation
  • Months 5–6: Tax strategy and efficiency planning
  • Months 7–8: Comprehensive insurance review
  • Months 9–10: Estate and legacy planning
  • Months 11–12: Full annual review and year-ahead planning


Approach

Holistic Approach

We offer holistic wealth management services from budgeting and financial planning to insurance planning and investment management.

 

We start with an in-depth conversation to understand your current situation and goals, and then build a roadmap to help you confidently build and protect your future.

 

By creating a comprehensive plan, we help ensure that you have confidence in the future you are building for yourself and your loved ones, while still enjoying your life today.

 

We will consistently sit down to check in on progress, review your portfolio and make any needed adjustments based on your goals and any life changes.

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Why Clients Choose an Independent Firm

Working with an independent advisory team means your advisor isn't beholden to any single product line, fund family, or corporate directive. The recommendation you receive is the one that makes sense for your situation.

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Daniel Paschke

Senior Advisor
Daniel is a dedicated financial advisor specializing in crafting customized strategies for families and small businesses. With a deeply individualized approach, he tailors solutions to match each client's unique goals and aspirations. Leveraging an independent platform, he offers limitless flexibility to find the best-fit solutions for their needs. Whether clients are planning for retirement, wealth accumulation, or asset protection, he is committed to empowering them with informed decisions. 
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Rodney Tracer

Partner
Rodney Tracer is a seasoned financial professional and specializes in working with families and businesses. With 15 years in the business, he takes a hyper-personalized approach, aiming to understand each client's unique goals and concerns. Operating on an independent platform allows him the flexibility to create customized plans tailored to individual aspirations. With a commitment to excellence, he empowers clients to navigate their financial journey with confidence, providing unparalleled service and support.
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Nicole Goodspeed

Client Relations Manager
Nicole Goodspeed is a dedicated and experienced Client Relations Manager with a passion for fostering strong client relationships. Over the past 8 years, she has brought a wealth of expertise to her role, ensuring a seamless and positive experience for clients from start to finish. She serves as a trusted point of contact, offering guidance and support to clients as they navigate the various stages of financial planning. Her approach is not only professional but also empathetic, recognizing the importance of building lasting relationships based on trust and transparency.