We are a family focused financial advisory practice working with clients and their families to help provide more security and confidence through a collaborative planning experience.

We serve clients in twelve states and provide options for in-person and virtual meetings, allowing us to work together anywhere.

Guiding principles

•Service to Others •Integrity Always •Collaboration •Family-focused •Life Balance


Team

Tracy Gehrke

Tracy Gehrke

Business Development Director,

Client Relationship Manager

Personal Intro

  • Grew up in Burnsville, MN and now lives in Lakeville, MN
  • Has four daughters, two rambunctious labrador retrievers - Maisey and Calypso, as well Pixel, the parrot
  • In her spare time, Tracy loves traveling, reading books, camping and sewing quilts.

Qualifications

  • FINRA Series 7, 24, 66

  • MBA, Human Resource Management, Capella University, Minneapolis, Minnesota

  • BA, Psychology, University of Minnesota, Minneapolis, Minnesota

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