About: Vickie is a Partner at AmeriFlex Financial Services. Early in her career, Vickie wanted to become a trusted advisor for her clients as they faced the complexities of their financial journey. A CERTIFIED FINANCIAL PLANNER practitioner, Vickie believes in open, honest communication with clients to build lifelong relationships. Vickie holds a Bachelor's Degree in Management along with the series 7, 6, and 66 securities licenses and life and health insurance licenses.
She is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors. Vickie will appear in the 2018 edition of Know Phoenix, 150 women you must KNOW and do business with.
Specialties: Vickie helps her clients plan for what's next. She helps clients navigate through transitional events such as a sale of business, retirement, inheritance, death of a loved one, and divorce.
Quote: "Helping my clients make decisions that can shape their future is a privilege– and a responsibility– that I take very seriously."
member since november 2017
Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Ameriflex Financial Services not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by Sagepoint Financial. Listed Entities not affiliated.