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.
• Family
  • A life worth building puts the people who matter most at the center of your plans.
• Trust
  • Honesty and reliability are at the heart of everything we do.
• Respect
  • We aim to be attentive to your needs and carefully handle your dreams.
• Collaboration
  • We're in this together; our success is your success.
• Passion
  • We love what we do! Every day, we come to work driven toward the financial future you want.
• Growth Oriented
  • We believe in continuously evolving, both personally and professionally, to better serve our clients and pursue new opportunities for success.