Your Success

Is Our Victory

Victory Financial Southlake helps individuals, families, and business owners build a financial plan that cohesively fits together for their unique and individualized situation. That means investment strategy, tax planning, insurance, and estate planning, coordinated as one plan rather than scattered pieces. Led by Rodney Tracer and Daniel Paschke, our team brings that same coordination to every client relationship, along with something harder to find: a genuine, personal relationship built around you and your family, not just your portfolio.

Turning Financial Goals Into a Life Well-Lived

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Your Success

Is Our Victory

Victory Financial Southlake helps individuals, families, and business owners build a financial plan that cohesively fits together for their unique and individualized situation. That means investment strategy, tax planning, insurance, and estate planning, coordinated as one plan rather than scattered pieces. Led by Rodney Tracer and Daniel Paschke, our team brings that same coordination to every client relationship, along with something harder to find: a genuine, personal relationship built around you and your family, not just your portfolio.

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Victory Financial Southlake

Real Coordination.

Real Relationships.

We work with families and business owners across Southlake, Grapevine, Trophy Club and the broader DFW area who want an advisor who treats their financial life as more than a portfolio. Investment Management, Tax Strategy, Insurance and Estate Planning work best when handled by people who actually strategize with each other, not just a patchwork of specialists.


Daniel and Rodney both grew up in the Southlake and Grapevine community, and have built their careers and families here. The same is for the professionals working on your behalf, so the guidance you receive comes from people who deeply understand and appreciate this amazing community.

Our Services

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Financial Planning

A clear, coordinated plan built around your goals.

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Wealth Management

A well-defined, synchronized strategy centered on your objectives.

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Retirement Planning

Turning your savings into lasting, dependable income.

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Tax Planning

Strategies that help you keep more of what you earn.

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Estate Planning

Protecting your legacy and the people you love.

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Insurance Planning

Coverage that protects the plan you've built.

What You Can Expect From Us

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A Coordinated Team, Built Around You

Investment management and insurance planning are handled right here, in house, through our own team and Victory Insurance. For estate planning, we work closely with a trusted outside attorney partner, so every piece of your plan works from the same strategy.

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A Fiduciary You Can Trust

As a fiduciary, your interests always come first. We operate on a transparent, asset based fee structure, so you always know how we're compensated. We start by understanding exactly what you need, then search the entire marketplace to find the best possible solution to meet it.

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A Relationship That Feels Personal

When your CPA needs a document from us, we send it. When it's time to loop in your estate attorney, we make the call. You'll hear from us with regular check ins throughout the year, so you always know where things stand without having to chase anyone down.

Where Success Becomes Victory

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You'll leave every conversation with a clear, coordinated plan, not another stack of paperwork to sort through alone.

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You'll watch decades of saving turn into steady, dependable income you can count on in retirement.

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You'll know your business, your family, and your legacy are protected under one strategy, working together instead of against each other.

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You'll see fewer surprises at tax time, with strategies built to keep more of what you earn working for you all year long, not just in April.

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Let’s Build a Plan That Reflects Your Purpose

Reach out today to explore your options.

Contact Us

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