Rodney Tracer

Founding Partner

Rodney is a seasoned wealth manager with 15 years of experience helping clients build, protect and transition their wealth. He specializes in asking insightful questions that uncover opportunities and challenges, then develops thoughtful strategies to address them. His expertise spans investment management, retirement planning, business succession, and estate strategies, enabling him to provide holistic guidance to both families and business owners. 

Known for his strategic, problem-solving approach, Rodney draws on a wide range of professional and personal experiences to design customized solutions that empower clients to move toward their goals with confidence. He is passionate about simplifying complex financial decisions and offering clarity in an ever-changing financial landscape. 

Rodney resides in Trophy Club, TX, with his wife of 22 years and their three sons.