As a Service Advisor, Victoria works with clients to review all aspects of their financial life. She then helps develop and implement a comprehensive plan to achieve their financial goals. Victoria is dedicated to building meaningful relationships and sharing her knowledge with others.
Prior to joining CFO4Life in 2020, Victoria worked at Charles Schwab and USAA. She is a graduate of UT Dallas where she earned her B.S. in Finance with an emphasis in personal financial planning. Victoria is a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Retirement Planning Counselor SM.
Victoria grew up in Reno, NV and moved to Dallas in 2008. She is an avid football fan and enjoys traveling with her husband.