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.
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 impact 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 enjoys helping professionals in their late 40s and early 50s who have reached a peak in their income-seeking investment advice.
When she’s not at the office, Victoria is hitting the road with her husband for a road trip or sporting event. She is a proud dog and cat mom who loves podcasts, cooking, and arts and crafts.