Tracy J. McCary
Tracy McCary earned a B.B.A. in Finance from the University of Oklahoma and has served clients as a financial advisor for more than 35 years. He holds a Series 65 license and is licensed for insurance in Oklahoma.
Tracy focuses on helping individuals and families with appreciated assets—such as real estate, closely held businesses, concentrated stock positions, and other long-term holdings—explore more tax-efficient ways to transition, diversify, and plan for retirement.
His philosophy is grounded in understanding market cycles and prioritizing preservation alongside growth. By incorporating tactical, strategic, and alternative investment approaches, along with precious metals when appropriate, he helps clients reposition assets, reduce concentration risk, and build diversified portfolios designed to support income, flexibility, and long-term confidence through changing markets.
Donald W. Dee
Director of the Financial Services Division of RCNH, the noted numismatic firm recognized internationally for its unrivaled technical expertise and consumer protection practices. Don has worked exclusively in the rare coin and tangible asset markets since graduating from the University of Massachusetts. Working with financial professionals for over 25 years, RCNH Financial is approved and has been fully vetted by many broker dealers, RIA’s, portfolio management firms and estate planning attorneys.
Donald has been a frequent and popular guest speaker on numerous radio and television shows in both the United States and Canada discussing tangible asset investments. A published author and contributor to Life Insurance Selling Magazine, Donald has also opened markets for the placement of premium quality rare coin and precious metals investment portfolios throughout the United States, Canada and Saudi Arabia as well. Don is a frequent invited guest speaker at numerous financial educational forums.
Connor Bays
Conner has been with Stockton & Associates for six years. Conner earned a degree in Business Management from Southwestern Oklahoma State University, where he also played football. He lives in Edmond, Oklahoma, with his wife, Julie, and their two daughters, Josie and Jemma.
About Stockton & Associates
Stockton & Associates is a locally owned group-health insurance agency with a “client first” philosophy. We collaborate with employers of all sizes to develop an employee benefit strategy that aligns with their budget and program needs.
We pride ourselves on providing a high level of service, lightening the load of the HR team, and helping employees truly understand their benefits.
