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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.  She is a member of Gateway Church and active in women's Bible studies.  As a heart attack survivor, she uses her voice today to spread awareness concerning 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 women each and every day.


A few roles & accomplishments:


  • Children’s Hospital Volunteer | 2013 - 2018

Dedicated time to supporting children and their families, contributing to the

well-being of pediatric patients through compassionate volunteer work.

  • Director of Business Leader of the Year | Ameriprise Financial | 2014

Awarded Director of Business Leader of the Year for outstanding leadership, growth strategies, and contributions to company success.

  • Shark Tank Contestant | 2015

Presented before the Sharks on ABC’s Shark Tank, showcasing entrepreneurial skills and innovative product development. 

  • Entrepreneur of the Year | Women of Influence | 2017

Honored as Entrepreneur of the Year by Women of Influence for innovative business achievements and leadership in entrepreneurship.

  • HSN Featured Product Developer | 2017

Developed, patented, and manufactured a product that was featured on the Home Shopping Network (HSN), achieving national recognition and

retail success.

  • Best New Product Launch | SBA Administrator Linda McMahon | 2017

Recognized by SBA Administrator Linda McMahon with the “Best New

Product Launch 2017 & Women's Leadership Live” award for developing and launching a

groundbreaking product.

  • American Heart Association Ambassador | 2017–Present

Serve as an Ambassador for the American Heart Association, advocating for heart health awareness and engaging in community outreach initiatives.

At Peak American Financial, 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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