Tracy serves as a Senior Vice President with Argent Family Wealth Services, a division of Argent Financial Group, based in the firm’s Shreveport office. In this role, he advises family offices and ultra-high-net-worth families through an integrated approach to wealth management that spans investment, tax, estate, cash and liquidity, and risk. He coordinates each family’s plan alongside their existing CPA, estate attorney, and insurance advisors.
Tracy brings more than 30 years of experience across public accounting, private banking, and independent wealth management. Prior to joining Argent, he founded Graham Financial, LLC, a registered investment advisor advising complex multigenerational families, and he also founded OIKOPH, a specialty service that supports families through major financial transitions. Earlier in his career, he held roles with Merrill Lynch, Bank One, and Morgan Keegan, and began his career in audit and tax with KPMG and Arthur Andersen & Co.
Tracy previously held both the Certified Public Accountant and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He earned a Bachelor of Science in Accounting from Louisiana Tech University and a Master of Divinity from New Orleans Baptist Theological Seminary.
Active in his community, Tracy is the founder of Norris Ferry Community Church and Neighbors to Nations. He previously served as President of the Executive Board of the Louisiana Baptist Convention.
