Tracy Shackelford

Managing Director

I am passionate about helping women in transition. Whether transitioning to a new, high-powered career; losing a spouse; being newly divorced; losing a parent; or planning for retirement and having to create your own tax-efficient paycheck, my team and I partner with our clients to succesfully navigate these transitions. 

In an industry filled with jargon, imagine having a team that listens to you and meets you where you are now, speaks a language you understand, and works at your speed to develop a financial strategy that works for you and the people you love most. 

My partner, Harold Philipsen, and I provide a comprehensive, values-based financial planning process that helps clients manage during times of significant change and stress. 

Please contact us if you'd like to learn more about how we partner with our clients. 

Our Team in the News

Health Journal - 6 Tips for Managing Your Credit Card Debt


Don't Let Retirement Creep Up On You - Plan Ahead


Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes


The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Largest Dividend Payout in Company History

In 2020, we expect the largest dividend payout to policyowners in company history. Read more.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck