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.