Managing Partner & Owner/Financial Advisor
Born and raised in NE Ohio, Vicki went to the University of Akron and graduated with honors and her MBA. She took her personal commitment to excellence and focus on satisfied clients into the financial services arena approximately 10 years ago. With a career encompassing business development and client relations, Vicki is a trusted resource helping clients understand and improve their long-term financial success, solve problems and recognize opportunities so that they can pursue a comfortable retirement. She enjoys assisting women as well as businesses helping them pursue their financial goals.
She is a Registered Representative (Series 7 & 66) and an Investment Advisor Representative through Cetera Advisor Networks LLC, a registered broker/dealer and a registered investment adviser. She is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Vicki is licensed to sell life and health insurance as well as annuity products in the State of Ohio.
In her spare time, Vicki enjoys being with her family. She loves animals, Pilates and taking long walks.
Vicki has been recognized for Cetera Advisor Networks' Circle of Excellence* (2023)
Vicki is registered in CA, CO, DE, FL, ID, IL, NC, NY, OH, SC, and TX
*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.