Background & Education

Tracy joined the financial services industry in 1993 after graduating from Peru State College. She is proud to be following in the footsteps of her father, John Shannon, who always put others first and built strong relationships with his clients. He passed away in 1996 after a battle with lung cancer, and today Tracy carries on his legacy by running a practice built on their mutual values of integrity, authenticity, and trust.

Tracy is passionate about providing the best possible service for her clients, and she constantly seeks ways to learn and grow as a leader in the industry. Since starting her career, she has become a CERTIFIED FINANCIAL PLANNER™ professional and earned five additional industry designations; she is a Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Advisor for Senior Living®, Retirement Income Certified Professional®, and has her Certification in Long-Term Care.

Professional

Tracy is passionate about developing genuine relationships with the people she serves, and every client partnership begins with transparent, authentic conversations. As an advisor, her goal is to understand her clients on a deep level so she can help them develop a comprehensive plan that reflects not just their financial goals, but their values and desires for life. She becomes a close partner, sitting on their side of the table and helping them better understand their financial situations so they can have peace of mind to continue enjoying the lives they love. She specializes in helping people navigate this delicate balance between enjoying the present and preparing for a strong future, and at the core of every recommendation is a stalwart commitment to integrity, a value instilled in her by her father that remains a key pillar of her practice today.

Personal

Tracy is married to Doug and has two sons, Quinn and Drew. Quinn recently graduated from Westminster College where he played center defender and was captain of the soccer team. Drew attends Indiana Wesleyan where he is a manager on the men's basketball team and an honor student. Tracy and Doug reside in Leawood, Kansas.

Associations & Awards

Tracy joined the Financial Representative Association(FRA) committee in 2009 and later joined the FRA Board in 2014 and stayed on through her term as FRA President in 2018-2019. She served as co-chair for the PX Ad Hoc Committee from 2019-2022 and served as the Professional Growth Association President in 2022. She co-led the Digital Client Book Pilot Program with Home Office from 2020-2022. Tracy is a member of The National Association of Insurance and Financial Advisors (NAIFA) and Finseca. She also currently serves as a board member for Medical Missions Foundation. Her industry awards include:

• Five Star Pathfinder 2022-2023
• Western Region Top 5 Five Star Pathfinder 2020 & 2023
• Forbes Top Women Wealth Advisor 2021-2024
• Forbes Best-in-State Wealth Advisor 2021-2024
• Forbes Best-in-State Top Financial Security Professionals 2022-2024
• Million Dollar Round Table 2000, 2002, 2004-2023
• Forum Qualifier 2014, 2016, 2018-2024
• Lives Leader Summit 2015, 2017-2019
• Top three at Northwestern Mutual in Annuities 2021-2023
• KCBJ Investment Advisors 2023-2024
• KCBJ Women-Owned Business in the KC area 2024
• KCBJ Family-Owned Businesses in the KC area 2024

Forbes “America’s Top Women Wealth Advisors” list, (February 2023, February 2022, March 2021. Research and ranking developed by SHOOK Research, LLC. Based upon data as of September 30th of the preceding year. Forbes "Best-in-State Wealth Advisors" list (April 2022, February 2021), Research and ranking provided by SHOOK Research, LLC. Based upon data as of June 30th of the preceding year. Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

Doug graduated from Central Missouri State University in 1993 with a Bachelors Degree in Business Administration/Accounting.

During a 10-year career in the accounting field, Doug held positions with Houlihan´s Restaurant Group, Delaval, and Ingersoll-Rand.

In 2003, Doug brought that financial background to our practice at Northwestern Mutual. Today Doug’s primary responsibility is developing the strategic direction of our firm to continue meeting client expectations and supporting our purpose and mission. Doug also continues to provide support and oversight to our firms planning and investment operations.

In his free time Doug enjoys spending time with his family especially supporting his teenage boys in their sports endeavors, Drew in Basketball and Quinn in Soccer.

Nathan was born and raised in Lincoln, NE and graduated from the University of Nebraska–Lincoln with a degree in Finance. Nathan is a Lead Advisor who meets with clients and works with Tracy and the team to build a personalized financial plan that fits the client’s goals and needs.

Nathan is married and in his spare time, he enjoys doing anything sports or fitness related. He is a diehard Nebraska Cornhusker fan and roots for the Kansas City Chiefs.

Joey is a business leader with over 20 years of experience in Finance and Sales at companies including Cargill, Allegion and Ingersoll Rand. Born and raised into an entrepreneurial family that owned a farming and excavating company, she began serving customers at the age of six which led to her client-first mentality, value-driven mindset, and unique talent for inspiring people around her to reach ambitious goals.

Joey has built a career on business partnership and scenario planning across all facets of business, which equip her to apply these practices to your personal or business financial planning journey.

Her corporate business experience, farm kid values and work ethic, and her passion for creating financial independence plans with our clients is a great addition to our team.

Joey has an MBA from Baker University and undergraduate degrees in Finance and Agricultural Economics from University of Missouri.

She is a strong advocate for community involvement with prior board appointments at Church of the Resurrection and 20/20 Leadership

She’s married with two boys. In her spare time you’ll find her cheering on Saint James Academy events, volunteering, hiking and biking!