Vicki is the founder and owner of Financial Matters, an independent registered investment advisory firm in Wisconsin. With the personal goal to be of service to others, financial planning comes natural to Vicki. She is dedicated to sharing her knowledge and experience and to providing quality products for her clients.
She holds her FINRA Series 63 and FINRA Series 7 licenses in addition to her insurance license. She is a CFP® professional and is a member of the Financial Planning Association and the Financial Services Institute.
She is also a member of the Oconomowoc Woman's Club, the Oconomowoc Chamber of Commerce, and the Hartland Chamber of Commerce. Vicki considers herself an active participant of life, volunteering in her community and being of service to others.