News/Blog

2024 Q4 Newsletter
2024 Q4 Newsletter
We launched Victory Financial in May 2023, and it has been an incredible 18 months! We’ve gone from three founding advisors with $150M of AUM to 26 in multiple states with close to $700M and are projecting to hit $1B by our two-year anniversary in May next year.
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Celebrating Success: Rodney Tracer & Dan Paschke’s Breakthrough Year with Victory Financial Group
Celebrating Success: Rodney Tracer & Dan Paschke’s Breakthrough Year with Victory Financial Group
Rodney Tracer and Dan Paschke are celebrating a transformative year since joining Victory Financial Group as independent advisors, where they’ve found newfound freedom and control over their businesses. Since joining, both have doubled their Assets Under Management (AUM) and seen significant increases in revenue, with Gross Dealer Concessions (GDC) up around 100% for both. With fewer administrative barriers and a more streamlined approach, they’ve been able to focus on what truly matters—building stronger client relationships and scaling their practices. Their success stories highlight how Victory Financial empowers advisors to take their careers to the next level.
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Paul Schappert, Founding Partner & Advisor
Paul Schappert, Founding Partner & Advisor
Please join us in giving a warm welcome to Paul Schappert to Victory Financial Group! With 15 years of experience providing financial advice to families all over the country, Paul brings a wealth of knowledge and expertise to our team. His passion for people is unmatched and we're excited to partner with him!
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