Always analytical, Vicky has found a great match for her varied abilities in her work at SDWMA. As an Investment Advisor, Vicky utilizes her Certified Financial Planner TM training to find the best solutions for her clients. Her 25 plus years in the industry has given her the understanding and experience to apply creative solutions. As Technology Manager, Vicky has kept SDWMA ahead of the curve, implementing practice technology including the EliteMoney client website. She is also a regular contributor to “Our Thoughts On”, the Schneider Downs blog.
Vicky can often be found at church, singing in the choir and as a member of the Leadership Board. She has also volunteered as a financial counselor. Married to Barry with three adult children and one grandson, she loves spending time with family, travelling, swimming, reading, and thinking about the next big project.
CERTIFIED FINANCIAL PLANNER™ Practitioner
College for Financial Planning
Member, Financial Planning Association (FPA)
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive
McLean, VA 22102