Viki was introduced to financial investing in her late 20’s and quickly realized she discovered something she was truly passionate about and had a natural ability to excel. Growing up in a single mother’s home since Viki was only 3 years old had its challenges. Her mom was determined to provide for their family but lacked the education required to properly manage finances, make financial investments and plan for retirement. Viki’s family lived paycheck to paycheck and life was a constant struggle.
After discovering her passion, Viki’s mentor encouraged her to join an investment club. She took the initiative to read, research, attend seminars and began classes at UCF. Before long Viki was asked to educate the members of the investment club on how to select the right stocks to build their investment portfolios. The members quickly recognized Viki’s acumen for investing and passion to help others. Their confidence further motivated her to learn more and help others that were seeking ways to invest.
Before long, Viki began working at Charles Schwab Company which launched her career in the financial investment & retirement planning field. One fateful morning, Viki received a call from a woman whose husband had just passed away leaving her to manage the finances and investments. Viki took pride in helping to educate and guide her through a difficult time. It reminded Viki of her mother…if only she had someone that was around to help educate and guide her. Viki realized her true passion was helping women like her mother, who if only they had met the right person could have lived a better life.
In 2004, Viki took a leap of faith and opened her own practice. It was empowering to help women in need of financial guidance and rewarding to know she was making a difference in their lives. While her passion is to help single moms, widows, etc., Viki is proud to serve members of her community from all walks of life. It’s the values her mother instilled that allow Viki to provide clients with superior service combined with professional knowledge that delivers an exceptional experience.
Viki is involved with the following organizations:
- Rotary Club
- Sisters across America Golf Association
Viki is originally from Louisiana, but has called Central Florida home since 1971. She and her family currently reside in Lake Mary and enjoy tennis, golf, cycling and travel.