Vickie can be reached at:
Email: [email protected]
Direct Line: 480-990-9100
Vickie entered the Financial Services space in 1993 where she immediately found her passion for helping clients, specifically in determining the paths they need to take on their own unique financial journey. Vickie believes in open, honest communication with her clients to build lasting, lifelong relationships. “Helping my clients make difficult decisions that ultimately shape their future is a privilege, and a responsibility I take great pride in.”
Vickie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Wanting to provide the highest standard of care for clients, she also holds the Certified Financial Fiduciary® designation. Vickie holds FINRA Securities Registrations Series 7, 6 and 66.
Vickie currently leads the Scottsdale/Arcadia chapter of The W Source™, a female-centric networking group providing women a place to collaborate and help one another grow professionally by providing quality resources for clients and connections to local businesses and professionals. Vickie was also published in the 2018 and 2019 KNOW Phoenix, 100 plus women you want to know and do business with*.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are, they representative of any one client’s evaluation.
Favorite Childhood Memory: Growing up in Montana with my family, enjoying many outdoor adventures.
Hobbies: I enjoy spending time with friends and family. I also love grabbing a cup of coffee with a good friend.
Passion: I have a passion for helping others achieve their goals.
Family Life: My husband, Ron, and I have two children. Ryan and Hailey keep us busy and, as family, we enjoy traveling.
Favorite Quotes: “Some people come in your life as blessings. Some come in your life as lessons.”– Mother Teresa