Our Qualifications

We have been working with individuals and businesses in the area for several years.

Vicki holds various professional designations, and is licensed to sell a variety of investments and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

  • Ed Slott Elite IRA Advisor
  • Member MDRT (million dollar round table)
  • Member AALTCI (American association of Long Term Care Insurance)
  • Member NEB (National Ethics Bureau)
  • Licensed since 1992