Victoria joined the team in 2018, and from the beginning, her approach has been consistent: no client request is too small, and no question goes unanswered. She works with clients throughout the Rochester area on employer-sponsored retirement plans and individual retirement needs, with particular focus on the transition into retirement and the planning that surrounds it. Whether she's helping someone work through a 403(b) for the first time or digging into a more involved question around asset management or estate considerations, she brings the same level of attention to the conversation.
Outside the office, Victoria reads constantly, spends time on local hiking trails and ski slopes, and approaches a new recipe with the same enthusiasm she brings to a client meeting. She's also a devoted Food Network viewer and will cheerfully root against Bobby Flay in any matchup.
- CRPC® (Chartered Retirement Planning Counselor), College for Financial Planning
- B.A., State University of New York at Cortland