Tracy Lownsberry in

Tracy Lownsberry

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Owner at Up North Retirement
📍 Petoskey, Michigan, United States

Tracy Lownsberry is an annuity expert, Forbes Finance Council member, and founder of Annuity Giants. A top producer, he trains thousands of advisors on ethical, education-based retirement solutions. His unique background includes a degree in criminal justice from Ferris State University and service as a Law Enforcement Officer.

Outside of his professional life, Tracy is an eight-year U. S. Army veteran who now resides in Northern Michigan with his wife, Elizabeth, and their three sons. He prioritizes his faith and family, balancing a busy household with the educational and ethical principles of his business.

Unique fact: Before becoming a leading financial professional, Tracy served as a Special Ops Soldier in the U. S. Army.

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Experience
8 Years
Current Role
Owner
Job Level
Leadership
Location
Petoskey, Michigan, United States
Personality Overview

How Tracy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tracy cares about

Annuity Education
He founded Annuity Giants to train advisors on solving retirement problems, not just selling products. He emphasizes transparency and has educated over 40, 000 professionals.
Ethical Advising
He is vocal about advisors taking responsibility, criticizing misleading marketing, and has publicly shared his own past professional mistakes to promote transparency.
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Career

Work history

9-2017
Owner
Up North Retirement
9-2017
Founder & Trainer
Annuity Giants
In the press

Media appearances

Tracy Lownsberry | Owner / Chief Analyst – Up North Retirement (Forbes Council Profile). Featured in Forbes Councils
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Education
1-2011 - 5-2016
Bachelor of Science - BS
Ferris State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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