A Greenville native, Vicky joined the team in 2010 as a paraplanner. Her responsibilities include financial planning support, 401(k) individual and group account processing, and serving the client. She loves helping people work towards their financial goals and seeing the peace that comes with having a plan for the future.
Vicky earned double majors in finance and management science from the University of South Carolina. Vicky also holds a Masters in Business Administration from Clemson University. Prior to joining us, she worked at Michelin Tire Corporation for 12 years and later spent several years as a full-time mom. Vicky is a Financial Paraplanner Qualified Professional™ through the College for Financial Planning.
Vicky is married to Dwane and they have a son, Jordan and a daughter, Katelyn. In her spare time, Vicky enjoys spending time with her family and their beagle, Max. Vicky and her family are members of Taylors First Baptist Church.