PROFESSIONAL BACKGROUND

Vicki is an experienced Investment Advisor Representative and Special Care Planner.  Her combination of experience, professionalism, and access to a wide variety of products and services can help her clients meet their financial goals, estate strategies and insurance needs. Whether their goals include preparing for milestone life events like retirement or college, or whether they’re simply looking for life, disability income, or long-term care insurance protection, Vicki promises a new level of attention, insight, and capability.  Her years as a business owner lend a unique perspective for her clients.

Vicki holds FINRA Series 7 and 63 registrations and is Life, Accident and Health licensed.

In her free time, Vicki sits on the board of Robinson Ranch, a non-profit organization that provides comprehensive educational programs for under-privileged, disabled, and able-bodied children and adults, utilizing horses to facilitate growth, learning, and healing.  She also enjoys yoga, reading, and spending time with her grandson.

CRN202407-479721