WEALTH ADVISOR

As Wealth Advisor, Vicky offers a comprehensive range of financial services from selecting individual investments to developing personalized retirement plans. Through her personal consultation and attention, Vicky is committed to helping her clients pursue their financial goals by understanding their needs, offering sound investment advice, and providing a level of personal service that exceeds expectations.

With more than 30 years of financial experience, Vicky started her brokerage career with Dean Witter in Santa Barbara, California. Vicky maintains her Series 7, 63, and 65 registrations with LPL Financial and holds life & health insurance licenses.

Vicky has two grown children and resides in Williamsburg with her husband, Mike.