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 boys, Quinn and Drew. They spend much of their free time watching them in their extracurricular activities. Quinn attends Westminster College where he is a center defender and 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, and she is also a member of The National Association of Insurance and Financial Advisors (NAIFA) and Finseca. Her industry awards include:
- Women in Financial Services (WIFS) Awards and Recognition
- Five Star Pathfinder
- Forbes Top Women Wealth Advisor 2021-2023
- Forbes Best-in-State Wealth Advisor 2021-2023
- Forbes Best-in-State Top Financial Security Professionals 2022
- Million Dollar Round Table 2000, 2002, 2004-2023
- Forum Qualifier 2014, 2016, 2018-2023
- Lives Leader Summit 2015, 2017-2022
- Professional Growth Association President 2022
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.
