With over 30 years in the financial services industry, Vicki specializes in assisting clients with financial planning solutions to address investments, insurance and risk, credit and liability, and generational strategies for preserving and transferring wealth.

Vicki has a passion for serving women in business, military and law enforcement families, and charitably inclined investors. She has been married to the love of her life, Todd, for 25 years. He served in the Coast Guard and retired from the Daytona Beach Police Department. He is now a professor at Daytona State College teaching online criminal justice courses. They have three beautiful adult children and two grandchildren.

Vicki is an active community leader, serving on various boards and committees. She has served on several college advisory boards, including for Cal State San Bernardino’s College of Education, and remains an active board member with the Flagler County Education Foundation. She also served as the ombudsman for Coast Guard Station Pascagoula in Mississippi. She frequently educates families on ways to support their passions of outreach and giving back to their communities.

Vicki lost her father and mother-in-law when they were quite young. They had just entered retirement and the unexpected losses emphasized the importance of proper planning, not just for retirement. She grieved that they never got to enjoy retirement and precious family milestones. Vicki spends a lot of time helping clients prioritize and identify fulfilling goals so that they can live life with confidence. Creating more quality time to spend with family, prioritizing spiritual and personal growth, and commitment to deeper community involvement are specialized areas of focus.

Vicki is an Accredited Asset Management Specialist™ and holds Series 6, 7, 26, 63, 65 and life, variable annuities and health insurance licenses. She completed banking courses at Mississippi Gulf Coast Community College and graduated from Cohen Brown Leadership Training.

In her spare time, she enjoys quality time with family and friends, serving at church, the beach, the mountains, cruising, Disney, focusing on wellness and motivational speaking.

Q & A: Personally Speaking

Q: What is your favorite kind of trip?
A. Anywhere where I can put my phone away and focus on quality time with my family. Typically, in a tropical environment or the mountains.
Q. What are your must-have travel items?
A. My Bible, fan, my coffee, flip flops and yoga pants.
Q. How do you spend your time outside of the office?
A. Spending time with my husband, Todd, my best friend. We love going to different restaurants and traveling as often as possible. We are blessed to live near the beach so that is always a weekly occurrence.
Q. If you weren’t doing what you do today, what other job would you have?
A. I would be in full-time ministry of some sort or empowering women in various ways.
Q. What’s the one thing that might surprise others about you?
A. Given my connections to law enforcement and the military my whole life, I have no tattoos.
Q. If you could spend a week anywhere in the world, where would it be?
A. Israel. Several large churches in the U.S. do annual trips there to walk where Jesus did.
Q. What’s the one thing you couldn’t live without?
A. My family.
Q. How do you define success?
A. Being able to maintain the right order and life balance. God. Family. Everything else.