Michael K. Tracy, CIS

Mike founded OneWealth in 2014 with a simple but powerful mission: to give clients the ability to participate in financial markets without relying on the big banks or Wall Street firms. With 40 years of experience in the financial industry, Mike has built his career on trust, communication, and a commitment to putting clients first.

Mike’s journey began after graduating from Northwest Missouri State University with a Bachelor of Science degree in Finance. He started his career at A.G. Edwards, later serving as Senior Vice President and Board Member at Brenton Banks Investment Firm, and then as First Vice President – Financial Consultant at RBC Wealth Management. Along the way, Mike graduated from the Dorsey Wright Institute and has earned recognition for his disciplined approach to technical and fundamental analysis — a philosophy rooted in data-driven decision-making and relative strength strategies that guide his cash flow focused investment process.

When he’s not helping clients plan their financial futures, Mike can usually be found with family and friends, boating, playing golf or pickleball, or cheering on his favorite teams — the Kansas City Chiefs and Iowa State Cyclones.