Boutique Retirement & Wealth Planning for High Net Worth Families

972.212.9292

Peak American Financial
Peak American Financial

972.212.9292

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Tracie Jones

Tracie is an accomplished marketing and business development leader with over three decades of experience driving strategic growth and maximizing ROI across industries, including wealth management, law, and real estate. As a key member of the team at Peak American Financial, Tracie leverages her proven expertise in digital marketing, brand strategy, and client acquisition to help clients achieve their financial goals.


Tracie spent 8 years with Ameriprise Financial building strong marketing strategies that grew the business to hundreds of millions in AUM.  


Guided by her Christian faith, Tracie approaches her work with integrity, purpose, and a commitment to serving others. She believes in building lasting relationships based on trust and values-driven leadership.


Tracie joined PEAK in 2025.   As a heart attack survivor, she uses her voice today to spread awareness about women and heart disease. Tracie has one son, Austin, and the heartbeat of the family, Nismo, a rescue pit-mix.  Tracie strives to be an example of a Proverbs 31 woman each and every day.


At Peak American INVESTMENT ADVISORS, we honor time-tested traditions and remain committed to the careful stewardship of your wealth. Our guidance reflects a balanced respect for the proven methods of the past while embracing the principles that have long guided sound financial decision-making.


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