Tracy, the founding principal of Progressive Financial Services, graduated from Boise State University in 1989. He began working in the financial industry in 1998. Tracy started his own financial advising firm in 2003, after spending 5 years at a large, national investment company. Although he gained invaluable experience working at one of the largest firms in the industry, he believed that he could better serve his clients by having the ability to offer a wider range of comprehensive solutions.  He believes financial planning is a very personal activity, and he has designed his company to meet the individual and varying needs of his clientele.

Attention to detail, good listening skills and a great personable approach are symbols of his appreciation by his clients.   He is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his client base and provide excellent customer experiences. 

Tracy has lived in the Treasure Valley all of his life, and is a proud graduate of Boise State University where he earned his business degree and played 4 years of football.  He spends countless hours in the community, most notably as the President of the non-profit Eagle Rodeo.

Tracy is happily married to his wife, Elizabeth, and has two grown children.  Away from the business, he enjoys hunting, traveling and spending time with family, friends and his 5 dogs.

Through American Independent Securities Group, LLC (AISG)**, Progressive Financial Services offers our clients a wide variety of investments and insurance products to meet their ever changing needs.  Products and services offered include:

Brokerage Accounts

Individual Retirement Accounts

-Traditional IRAs

-Roth IRAs

Custodial Accounts

Margin Accounts

Business Retirement Plans

-Simple IRAs

-401k Plans

-Simplified Employee Pension (SEP)

Life Insurance

Fiduciary ~ A relationship in which one party places special trust, confidence, and reliance in and is influenced by another who has a fiduciary duty to act for the benefit of the party.

Integrity ~ The quality of being honest and having strong moral principles; moral uprightness.

Confidential ~ The principle that a business or individual should not disclose confidential information about a client to a third party.