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The first conversation is short by design. We want to hear where you are, what you're working toward, and what hasn't been working. You'll get a clear sense of how we approach planning and whether our process is a fit for your situation.

If you need to reach your advisor directly, log in to your client portal or call the office at 817-912-1342. Nicole is also available by email to help with scheduling, document requests, or any questions about your account.

Rodney Tracer

Schedule with Rodney

Daniel Paschke

Schedule with Daniel

(817) 912-1342

nicole@victoryfinancialgroup.com

550 Reserve St., Suite 190,

Southlake, TX 76092

Office Meetings are by appointment only.

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(817) 912-1342

nicole@victoryfinancialgroup.com

550 Reserve St, #190, Southlake, Texas 76092, United States

Locations We Serve

Victory Financial Southlake is an independent financial planning and wealth management firm serving individuals, families, and business owners throughout the country with a local presence in the DFW area. The firm provides holistic financial guidance designed to help clients build, protect, and transition wealth with greater clarity and confidence.

Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.