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Team

Tracy Baggerly Wealth Advisor / President
Winston Venable VP of Elite Client Relations
Amanda Hodges Director of Client Services
Jason Coronado Tax Professional
Danielle Paré Law, PLLC Business & Estate Planning
Broker Dealer & RIA Partner American Independent Securities Group (AISG)

Broker Dealer & RIA Partner, American Independent Securities Group (AISG)

Danielle Paré Law, PLLC, Business & Estate Planning

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Jason Coronado, Tax Professional

Coming soon.

Amanda Hodges, Director of Client Services

As the director of client services, Amanda is dedicated to providing the best possible experience to clients by attending to their account management needs. Teaming up with your financial advisors, she assists in achieving their long-term financial goals while executing exceptional service to ensure clients feel acknowledged and well informed.

With Amanda’s previous experience in the legal industry, she developed a unique and extensive background in business administration, accounting, and project management. Her excellent communication skills and attention to detail is what allows Amanda to rise above and sincerely help develop the clientele that we serve today. Her underlying strength, however, is truly her energy, warm personality, and organizational skills, that uniquely qualify her to be serving our clients’ day to day needs.

An Idaho Native, Amanda currently lives in Boise with her daughter. She enjoys camping, weekend trips to the mountains and country music festivals.

Winston Venable, VP of Elite Client Relations

As the VP of Elite Client Relations, Winston introduces prospective clients to the customized service and holistic approach of PWM. As a former professional athlete, he has a particular interest in helping other athletes navigate the unique financial challenges they face. Winston played professional football with the Chicago Bears, followed by a four-year stint playing with Montreal Alouettes in the Canadian Football League. During college, Winston was instrumental in the success of the Boise State Football program.

He was twice named to the All-Western Athletic Conference defensive selection. He was also named to Boise State’s “All-Blue” team, which honors the greatest players to ever play for the school. After retiring from professional football, Winston returned to Boise State to complete his bachelor’s degree and serve as a player development coordinator for the football team.

While serving in that position, he discovered his passion for helping young people realize their potential, develop into high-character individuals and have a positive impact on society. As his coaching career advanced, Winston transitioned to a running backs coach and co-special teams’ coordinator. Throughout his career as a professional athlete and coach, Winston witnessed first-hand the exploitation and unethical behavior many young athletes fall victim to. This made him realize the importance of having a trusted network of advisors to help young athletes navigate the many personal and professional challenges they face. Winston was drawn to PWM due to its employees’ experience and commitment to putting clients’ best interests first, at all times and in all situations.

He believes all athletes should have access to trusted financial advice specifically designed to help them navigate their unique financial challenges. Winston is the son of former Major League Baseball (MLB) player, Max Venable, and the younger brother of former MLB player and current Boston Red Sox bench coach, Will Venable. Winston resides is Boise, Idaho, with his wife and son. When he’s not at work, he enjoys spending time with family, watching sports, golfing with friends and exploring Idaho’s outdoor beauty.

Tracy Baggerly, Wealth Advisor / President

Tracy founded PWM in 2003 because he believed clients deserved a more comprehensive approach to wealth management. For nearly two decades, Tracy has led the PWM team in providing personalized, custom and uniquely designed wealth planning programs for elite clientele seeking a holistic wealth management approach. Tracy maintains a particular focus on serving the needs of professional athletes, executives and entrepreneurs. He has witnessed the devastating impact unscrupulous advisors can have on the financial well-being of his clientele, and he is relentless in protecting his clients from others who wish to prey upon their success. Tracy’s commitment to putting his clients’ best interests first, combined with his in-depth knowledge of corporate and NFL pay practices and benefits packages, put him in a unique position to help clients achieve long-term financial success. Tracy is supported in providing custom wealth planning services by a team of experienced group benefits professionals and investment product specialists. All team members share a common goal of providing an exceptional client experience.

Prior to founding PWM, Tracy worked for five years at a national investment company, where he gained valuable experience. Outside of work, Tracy spends countless hours serving his community, most notably as the president and founder of the non-profit Eagle Rodeo. In 2001, he established the rodeo as a conduit to give back to his community. Since then, the rodeo has grown into one of the largest Professional Rodeo Cowboys Association (PRCA) events in the state of Idaho and has donated significantly to numerous local charities. In 2006, Tracy was named a Top 40 Business Leader Under Age 40 by the Idaho Business Review*.

Tracy is happily married to his wife, Elizabeth, and has two grown children. In his free time, he enjoys hunting, traveling, and spending time with his family and three dogs.

*To see the 2006 Idaho Business Review Accomplished Under 40 honors, please go to this link: https://idahobusinessreview.com/2006/02/27/ibr-announces-recipients-of-accomplished-under-40-honors/. The winner is selected from a list of nominees. Each entry included a nomination form a resume and a narrative of why they were nominated.

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Securities & Advisory Services Offered through: American Independent Securities Group, LLC (AISG) Member FINRA/SIPC.
PO Box 579, Eagle, ID 83616

Progressive Wealth Management (PWM) and AISG are not affiliated.

PWM does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor. Tax services offered through Jason Coronado at Deloitte Tax, LLP. Deloitte Tax, LLP is not affiliated with PWM or AISG. Legal services available through Danielle Paré Law, PLLC. Danielle Paré Law, PLLC is not affiliated with PWM or AISG.

Please note that not all the services and products mentioned in the site are available in every state. The information within the website has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment or trading strategy.

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