Vicki is a partner and client relationship manager of SignatureFD, LLC. She believes that comprehensive planning and risk assessment allows clients to approach their finances with confidence.
As one of our relationship managers, she is responsible for the development and execution of sophisticated wealth accumulation, preservation and transfer strategies for our clients. At SignatureFD, she works extensively with senior executives on their compensation and benefit plans. She is an attorney, has a Master of Laws in Taxation and is a Certified Financial Planner™ professional. She has been in the industry for over 19 years. She has a great passion for working with families to achieve financial security and believes in providing clients with comprehensive and objective solutions to attain their goals.