Vicky has been a financial advisor for more than 38 years helping families and businesses plan for the future and invest wisely. While specializing in retirement and distribution planning, Vicky and her team advocate a comprehensive approach to financial planning that integrates cash flow, taxes, insurance, investments, and estate planning within the framework of a prudently designed financial plan. She has advised retirees and pre-retirees, including key executives of local Naperville companies such as Nalco, Lucent, BP, Tellabs, and others. Vicky also works with police and fire department pension funds, teachers and other public service employees. She has been a Branch Manager since 1993. Along with her colleagues, she opened the Raymond James Naperville Branch in November 2008.
She is a graduate of Millikin University and received her Master’s in Financial Planning in 2005. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has earned the Certified Investment Management Analyst® (CIMA®) designation. In 2020 Vicky earned the Certified Private Wealth Advisor™ (CPWA®) designation. She resides in Oswego. She has three children and three grandchildren and one great-grandchild. She enjoys Bikram yoga, reading, community service and horseback riding. She has a deep passion for horses and the comfort they can provide.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.