About Us
A Team of Independent Advisors WHO Treat Your Financial Life As More Than A Portfolio.
Rodney Tracer
Partner
Rodney grew up in Grapevine and married his high school sweetheart, never leaving the community he loves. Because of those deep roots, he genuinely values the relationships he builds and the trust he earns over time. In this business, trust is built over decades. Rodney has been working with his clients for nearly two decades, and he doesn’t take that responsibility lightly.
Daniel Paschke
Senior Advisor
Daniel entered the financial industry in 2015. He was raised in Southlake, where his parents settled in 1995, giving him deep, lifelong roots in this community. But what he loves most about this business is the relationships: celebrating milestones with clients in the good times, and being a steady presence for them through the hard ones.
Nicole Goodspeed
Client Relations Manager
Nicole brings genuine care and 10 years of experience to every client relationship she builds. She truly believes that great financial guidance starts with feeling heard, understood, and supported, and that's exactly what she strives to provide for every client she works with, from the very first conversation onward.
About Our Structure
What "Independent" Actually Means, in Practice
Imagine sitting across from your advisor and asking why a particular vehicle or strategy fits your situation. At a captive firm, the honest answer is sometimes that it's just the product the company is able to offer at that time. Here, the answer is always the same: because after comparing it against everything else available in the marketplace, it's genuinely the best fit for you.
That's what independence looks like in practice. It's not just a word we use to describe our firm. It's a specific structure that shapes every recommendation we make. We operate through an RIA platform, and we build portfolios using open architecture - meaning we choose from the full universe of options available instead of one company's proprietary lineup. As fiduciaries, we're required by law to act in your interest, not ours.
About Victory Financial Group
Part of a Growing National Platform
Victory Financial Southlake is the local, independent office you work with directly. We're also part of Victory Financial Group, a fiduciary first platform founded in May 2023. Daniel and Rodney joined that same year, among the earliest advisors to help build what has grown into a nationwide network.
Built at Scale
More than 40 advisors nationwide manage nearly $2 billion in client assets, a platform built one relationship at a time.
Coordinated Insurance Planning
Victory Insurance, our sister company, is the source of the insurance planning built into your financial plan, so nothing falls through the cracks.
Support for Business Owners
Victory Solutions provides outsourced accounting, bookkeeping, and CFO level support so your business can scale with clean, reliable financials.
A Small, Dedicated Team
Just two advisors, Daniel and Rodney, serve a defined group of families directly, backed by a client portal with real time visibility into your plan.
Resource Library
Explore, be inspired, and imagine how your own story could unfold with us by your side.
We believe that true wealth is best understood through stories — of legacy, values, and the meaningful impact our families create. Our video gallery offers a window into our philosophy, approach, and the communities we serve. From intimate conversations to thought leadership, each Article reflects the depth and care we bring to every relationship.
Your strategy starts here.
Take Control of What’s Next
Independence means every recommendation is built around you, not a company's product line or a sales quota. Coordination means your investments, taxes, insurance, and estate plan all work from the same strategy. And underneath all of it is a genuine relationship. One built on honesty, faith, and real care for your family, not just your finances. You'll work directly with Daniel and Rodney from the very first conversation, all the way through. Reach out today, and let's get to know each other.
