Tracy Shackelford is a financial advisor at Tenzing Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Company. Tenzing Financial serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages approximately $231 million for about 165 clients and employs fundamental analysis to build model portfolios focused on long-term objectives.

Harold Philipsen is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently with Tenzing Financial LLC and has previously worked at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. Philipsen is also a licensed insurance agent in Williamsburg, Virginia. Tenzing Financial serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages approximately $231 million for about 165 clients and employs fundamental analysis to build model portfolios aligned with long-term objectives.

Robert Kohn is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has worked at Northwestern Mutual Investment Management, LPL Financial, Private Advisor Group, and Bleakley Financial Group before joining Tenzing Financial LLC in 2025. Tenzing Financial serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages approximately $231 million for around 165 clients and employs a fiduciary approach using fundamental analysis to build long-term focused model portfolios.