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Our Values

Raised by a U.S. Navy commander turned Northwestern Mutual advisor, our founder and wealth management advisor, Tracy B VanDyke, followed her father into a career of service with integrity. She leads the team in carrying on his tradition of excellence, forged by a desire to help people face whatever challenges come their way and succeed.

Our core values guide everything we do for our clients and our team.

  • Integrity
    • We believe in doing the right thing with steadfast adherence to fairness and serving the best interest of our clients. Our compass never wavers.
  • Family
    • A life worth building puts the people who matter most at the center of your plans. With effective planning, wealth offers security, options, and confidence for your family.
  • Trust
    • The financial future of our clients is something we never take lightly. Honesty and reliability are at the heart of everything we do.
  • Respect
    • Our guidance is shaped by your vision for the life you want. We aim to be attentive to your needs and carefully handle your dreams.
  • Collaboration
    • We’re in this together; our success is your success. Our advisors work closely with clients in partnership to build a strategy that is right for you.
  • Passion
    • We love what we do! Every day, we come to work driven toward the financial future you want.