A little bit more about Victoria...
The earliest influence on the way I think about money was my grandpa – he always told me to make sure I “pay myself before spending,” which has helped me understand the importance of saving. Today, I’m fortunate to work at a wealth management firm that guides people toward their financial goals, especially when it comes to long-term savings and investments. What makes our company unique is that we dedicate ourselves to clients with high appreciation – regardless of their income levels and investment goals – and to me, working with those clients every day is truly a pleasure.
Get to know Victoria...

What do you like to do in your spare time?
I enjoy exploring Washington, DC as I’m new to the area.

What's your favorite place in the whole world?
I haven’t been there yet, but I know I would love Lake Como in Italy.

What is your favorite food?
A single and well done butterburger cheese basket (yes, I love Culver’s) with an order of extra crispy fries on the side.
Let's see what we'd recommend for you
It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.