Broker Check

My Mission. Your Goals.

Life is constantly forcing us to transition and adapt, and with that comes difficult financial decisions. Our emotions can get in the way of making good financial decisions, or no decisions at all.

You are not alone! Let's navigate your life’s financial journey together and turn money worries into solutions with the comfort of having a plan.  

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Client Centered

My first priority is helping you take care of yourself and your family. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.

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Our Approach

Our Approach

I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

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Our Services

Retirement

Through my comprehensive approach, I'll develop customized retirement strategies that address your individual needs and goals.

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Lifestyle

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

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Estate

No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.

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Ready for the next step?

Ready for the next step?

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.

What My Clients Have to Say

“Outstanding Service”

"Vicki is the epitome of professionalism while also being a kind, compassionate listener and guide in the world of financial planning. She has held my hand since 2007 and has my trust like no other.  I know without a doubt, that Vicki has, and always will have my best interest at heart."

-Tammy, Retired Novi Teacher

This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional. 

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client.  may not be representative of the experience of other customers. Award years 2021 & 2022.


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