As a Chartered Retirement Planning Counselor (CRPC®), Victoria works with individuals and families to provide comprehensive financial advice, focused on written retirement income planning and wealth management. She also does insurance planning and tax analysis to help clients keep more of what they earn and accrue throughout their lifetime. Additionally, she serves as the leader of our Northern Virginia office.
A graduate of the University of Virginia, Victoria studied economics and psychology, saying it was important to find a career where she could explore both her business interest and her desire to directly impact the lives of others. Victoria especially enjoys working with recent retirees and “soon-to-bes” who plan to retire within the next five to 10 years. She also helps professionals in their late 40s and early 50s who have reached a peak in their income and are seeking investment advice.
When she’s not at the office, Victoria is prone to taking fun road trips or catching a sporting event with her husband. She is a proud dog and cat mom who loves podcasts, cooking, and arts and crafts.