Our Founder

Our Founder
TRACY J. MCCARY

TRACY J. MCCARY

President

Tracy graduated from The University of Oklahoma with a B.B.A. in Finance. He has been a financial advisor for 30 years, focusing on helping clients reach their financial goals. He is Series 65 and Oklahoma insurance licensed.

His belief in cyclical markets and hyper-focused concern of protecting your principle wealth are what set him apart from other wealth management firms. The use of tactical investment strategies and alternative strategies such as precious metal investments can help build the foundation of protection around your retirement savings, even in the toughest of market conditions.

Connect with TRACY

Focusing on our clients’ needs, we provide independent and flexible investment opportunities.

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