Victoria brings over 15 years of experience working in the banking industry and brokerage/investment space. Victoria holds a Bachelor degree in Business with a major in Finance & Investments from Ferris State University. She also has her Certified Retirement Plan Specialist (CRPS®) and Financial Paraplanner Qualified ProfessionalSM (FPQP®) through the College for Financial Planning and is Series 7 & 66 licensed. Originally from the Big Rapids area, Victoria moved to Traverse City 12 years ago when her husband began working as a Firefighter/Paramedic for the Traverse City Fire Department. Outside of work, Victoria enjoys spending time on their hobby farm, horseback riding/camping, volunteering at various organizations throughout the Traverse City Community and is a member of the Traverse City Young Professionals.
Victoria N. Taylor
, CRPS®, FPQP™