A Financial Advisor Grapevine Families Can Count On — Because We're From Here

Grapevine isn't just a market we serve. It's where we grew up. Our team has genuine roots in Grapevine and the surrounding communities, which means when we talk about planning for your family's future here, we're talking about our community too.

Independent, Fiduciary Advice for Grapevine Families

We're not a satellite office for a national firm, and we're not bound by proprietary products or internal sales quotas. Victory Financial Group Southlake is an independent, fiduciary RIA — which means we're legally required to act in your interest, and we have the freedom to do it. For Grapevine families who want a financial advisor that works for them and not for a product shelf, that distinction matters.

Comprehensive Financial Planning Rooted in Your Real Life

Financial planning for Grapevine professionals and families isn't one-size-fits-all. Whether you're a business owner near Historic Main Street, a dual-income household managing equity compensation, or a pre-retiree watching your portfolio closely, your financial picture has layers. We work across all of them.

What We Help Grapevine Clients Work Through

Our work spans the full range of financial life decisions — not just investment accounts, but the planning that shapes how those accounts perform over time.

 

  • Retirement planning for Grapevine families preparing to transition out of their careers on their own terms
  • Tax planning and asset location strategy to reduce what you give up to taxes each year and over time
  • Estate planning coordination to make sure your wealth reaches the people and causes you care about
  • Insurance review — life, disability, and long-term care — to identify gaps before they become problems
  • Wealth and investment management built around your full financial picture, not just a risk questionnaire
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Contact Us Today

Victory Financial Southlake is an independent member of the Victory Financial Group network. Rodney Tracer and Daniel Paschke are senior advisors with a combined two decades of experience serving families and business owners across the DFW area. To learn more about our approach, visit our contact page.

The Victory Financial Strategy

Why Grapevine Clients Choose Victory Financial Group

We hear the same thing from many of the families we meet: they've been working with a large firm and feel like a number, or they've been putting off finding an advisor because the process seems opaque and the incentives seem misaligned. We built our practice around a different model.

We Grew Up Here

Our principals grew up in Grapevine, Southlake, and Trophy Club. We know the community, the schools, the local economy, and the life decisions that come with building a family in this part of DFW. That context shapes how we think about your planning — not as a generic template, but as advice grounded in the same environment you're navigating.

Fiduciary and Independent — No Exceptions

We hold no proprietary product requirements and carry no sales quotas. As a fiduciary RIA, we recommend what's right for your situation, full stop. That independence is the foundation of every recommendation we make for Grapevine clients.

A Full-Team Practice, Not a Solo Advisor

Nicole, Daniel, and Rodney bring complementary depth across financial planning, investment management, and client relationships. When you work with us, you have a three-person team engaged in your plan — not a single advisor who's the single point of failure.

A Transparent Process with a Clear Roadmap

We don't hand you a plan and disappear. Our onboarding process includes a 12–18 month roadmap so you know exactly what we're working on, in what order, and why. Grapevine families tell us this clarity alone sets us apart from every previous advisor relationship they've had.

Part of a National Platform, With Local Autonomy

We operate under Victory Financial Group, a national RIA platform, which gives us institutional-grade resources, compliance infrastructure, and investment access. But we make our own decisions for our clients. The scale of a larger organization, with the accountability of a local team.

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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.
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Serving Grapevine and the Surrounding DFW Mid-Cities

Our office is in Southlake, just minutes from Grapevine Lake and the communities that surround it. We regularly work with families across Grapevine, as well as clients in Colleyville, Westlake, Trophy Club, Keller, and Flower Mound. If you're in the DFW mid-cities corridor and looking for an independent financial advisor who knows this area, you're in the right place.

Frequently Asked Questions

Questions Grapevine Families Ask Before Getting Started

  • What makes Victory Financial Group different from the large firms with offices near Grapevine Mills or the Tollway?

    The primary differences are independence and accountability. Large wirehouses and broker-dealers operate under a suitability standard and often have product requirements that shape their recommendations. We're an independent fiduciary RIA — we're required to act in your interest, we carry no proprietary products, and our compensation isn't tied to what we sell you.

  • Do I need to be wealthy to work with a financial advisor in Grapevine?

    We work primarily with affluent families and pre-retirees who have complex financial lives — multiple income sources, significant assets, equity compensation, or business interests. If you're not sure whether your situation is a fit, the right-fit consultation is designed to answer that question honestly, without pressure.

  • What does a financial planner near Grapevine Lake actually do on an ongoing basis?

    Ongoing planning means we're actively managing your investment strategy, monitoring tax efficiency, revisiting your estate documents as your life changes, and coordinating across every area of your financial picture throughout the year. It's not a one-time plan — it's a continuing relationship with a team that knows your situation in detail.

  • How does your retirement planning process work for Grapevine clients?

    We start by mapping your full financial picture — income, assets, tax situation, projected expenses, and timeline. From there we build a retirement income strategy that accounts for tax-efficient withdrawal sequencing, Social Security timing, healthcare costs, and estate considerations. The goal is a plan you can actually execute, not a projection you file away.

  • Is Victory Financial Group a good fit for Grapevine professionals with complex tax situations?

    Yes. Tax planning and asset location strategy is one of our core differentiators. We work closely with Grapevine clients who have equity compensation, business income, concentrated positions, or significant investment accounts across multiple account types — and we coordinate with your CPA to make sure the planning is integrated, not siloed.