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As a Certified Financial Planner professional Vickie has provided comprehensive wealth management with a focus on life fulfillment issues since 1988.

The highest level of personal service combined with tax and financial savvy is what makes her practice unique. People in transition, mature individuals, retirees and empty nesters, women experiencing divorce are her core clients. As a Certified Financial Planner, her expertise is in investment and asset management, tax planning and preparation, retirement and estate planning. As a Certified Divorce Financial Analyst, she provides an informed, objective viewpoint at an emotional time fill...

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Detailed Information
  • Location TypeNA
  • Opening Date1984
  • Annual Revenue Estimate$1 to 2.5 million
  • SIC Code show
  • Employees2 to 4
  • Contactsshow
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