Meet Our Team

Upon graduating from Peru State College in 1993 Tracy was looking for a career that would provide her with professional growth opportunity, personal flexibility and the ability to have a positive impact on the lives of people she encountered.

After careful consideration of all her options, Tracy decided to follow her father, John Shannon and join Northwestern Mutual as a financial representative.  In 1996 John passed away following a battle with lung cancer and Tracy began to work with the clientele he had developed relationships with, in addition to her existing clientele.

Tracy has seen many changes to Northwestern Mutual and the financial services industry, but the one thing that has remained constant is creating relationships with people and working with them to assist in achieving their goals and dreams.

Tracy earns and maintains the respect of her peers through a practice that performs on a consistent basis while never compromising the ethical values that her father instilled in her and that she wishes for her two boys. Through this foundation of excellence Tracy has developed the NorthStar Wealth Navigation team to ensure their clients are cared for, for generations to come.

Education

• Peru State College, Accounting (Bachelor of Science)
• Peru State College, Business Management (Bachelor of Science)

Associations and Memberships

Awards and Recognition

• The National Association of Insurance and Financial Advisors (NAIFA)
• National Association of Women Business Owners (NAWBO)
• Women in Financial Services (WIFS) Awards and Recognition
• Association for Advanced Life Underwriters (AALU)
• Five Star Pathfinder
• Forbes Top Women Wealth Advisor 2021-2022
• Forbes Best-in-State Wealth Advisor 2021-2022
• Million Dollar Round Table  2000,  2002, 2004-2022
• Forum Qualifier 2014, 2016, 2018-2021
• Lives Leader Summit 2015, 2017-2021

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.

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

 

Barrett graduated from Colorado Christian University in May 2019 where he played on the tennis team.  Originally from Prairie Village, he moved back to the Kansas City area after graduating and joined Northwestern Mutual in June of 2019. 

As of January 2020 Barrett joined the NorthStar Wealth Navigation team and continues to grow in his Associate Private Wealth Advisor role.

He enjoys fishing and working out in his free time.

With more than two decades of experience in the life insurance and financial services industry, Julie realizes the importance of building relationships with like-minded people.  Her knowledge and ability to help clients uncover needs and scuplt plans is invaluable.

She rejoined NorthStar Wealth Navigation in April 2022 after spending the last 15 years in various roles within the financial services industry, most recently as the Director of Insurance of a wealth management firm.  Today, Julie is an Associate Financial Representative who helps prepare for and in client meetings.

Julie has a Master's degree in Science of Business Management from Baker University.  She is married and has five children.  In her spare time, she enjoys traveling with her family and cheering on the Kansas City Chiefs.

 

Derek is an alumnus from Northwest Missouri State University.  Upon graduating he started his career in the finance industry before joining our team here at NorthStar Wealth Navigation.  He finds passion and enjoyment in helping to alleviate stress and worry among families by having a role in ensuring their financial goals are met.  Outside of work you will find Dereck at the gym with his twin brother, Devin or spending time with friends and family.

Christi grew up in Iowa and attended Iowa State University prior to starting in the banking and finance industry where she had over 10 years experience in managing client relationships before joining the NorthStar team.

Christi joined the team in January 2008 and has held various roles over the years.  Today, Christi is the face of the practice to many clients.  In her current role she assists clients and handles all insurance applications from the beginning, during underwriting and through delivery.

Any question that you may have Christi is your resource, any question she cannot answer herself she will direct to the appropriate member on our team or help you schedule a meeting with that person.

In her free time Christi likes to spend time with her friends and family and cheering for the Kansas City Chiefs and Iowa State Cyclones.

Laura graduated with a degree in Business Administration.  She came to NorthStar Wealth Navigation in January 2020 with 20 years of experience in the Financial Services Industry. She will be the friendly face that greets you when you arrive at our office.  In addition, she schedules appointments and review meetings.

Outside of work Laura enjoys traveling with friends to tropical destinations, spending time with family, and reading.

Danielle started with Northwestern Mutual in 2014 and joined NorthStar Wealth Navigation in January of 2020.  She has a degree specializing in Fashion and Business and brings her creative flair to the team's social media pages, client events, and branding.

Outside of work Danielle enjoys being with her husband and two kids, connecting with other women within her church and community and traveling to her favorite beach in Marco Island.

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!