PLAN WELL. LIVE FULLY.
Smarter decisions. Greater possibilities.
FINRA REGISTRATIONS
⚫ Series 24 – General Securities Principal 02/2001
⚫ Series 6 – Investment Company Products/Variable Contracts Rep. 10/1998
⚫ Series 7 – General Securities Representative 08/2000
⚫ Series 63 – Uniform Securities Agent State Law 10/1998
⚫ Series 65 – Uniform Investment Advisor Law 02/2001
DESIGNATIONS & CREDENTIALS
⚫ AIF® – Accredited Investment Fiduciary 2018
⚫ Investment Advisor Representative 2001
⚫ Life/Health and long-term care licensed in WA and OR.
⚫ Victory Financial Planning is a Registered Investment Advisor registered in WA and OR.
EXPERIENCE
2022 – Present Trustee – International Association of Registered Financial Consultants.
2017- Present Financial Planner, President, Victory Financial Planning – Registered Investment Advisor. Working with clients in all aspects of their financial lives to help them and their families reach their goals.
2014-2017 Financial Planner, Providence Federal Credit Union. I helped launch PFCU’s Investment Solutions program and became an expert on Providence Health and Services retirement plans. Held workshops on these plans as well as topics such as Social Security and Estate Planning.
2000-2013 Financial Planner, Founder & President, Victory Wealth Management, Inc., China Grove, NC My team and I created a client-centered, successful, independent Financial Planning practice.
Nov 2012 Speaker, FSC Securities, Inc. 2012 National Women’s Conference in San Antonio, TX. Topic: “Never Let Up” – how to obtain sustainable growth and high levels of client satisfaction when building a financial planning practice.
On a personal note, I enjoy spending time with my children, grandchildren, and friends. Some of my favorite things to do? Gardening, cooking, home improvement projects, and playing with my Labradoodle, McKenzie, and St. Berdoodle, Pickle. I also have a little Maltipoo rescue who prefers sleeping on the sofa. I believe every day is a gift!