About Our Team

Our Team
  • A truly independent Financial Advisor
  • Serving clients across the country since 1997.

Tracey Paulson joined the team in December of 2005

Tracey was born and raised in Sioux Falls and lives with her husband Don and their twin daughters Amanda and Ashley

Tracey's accounting background insures that your investment and service issues are handled promptly and accurately.

Our focus is on risk-sensitive financial planning by lessening exposure to the Stock Market — unlike our competitors who use the stock market as their primary venue for achieving results