Vikkie served as president, CEO, co-owner, and chief compliance officer of another broker-dealer and investment advisory firm before becoming the president of Evolution Financial Advisors (EFA) in 2016. As president of a large enterprise OSJ with Osaic Wealth, Vikkie works with advisors interested in joining the firm and maintains close relationships with current advisors. Her passion is ensuring that challenges are met with expert advice and quick resolutions.
Vikkie is a FINRA arbitrator and has served on the FINRA District 9 Committee and FINRA’s Small Firm Advisory Board. She holds Series 4, 7, 24, 27, 53, 63, 65, and 99 securities industry licenses, as well as insurance and notary public licenses. Her wealth of experience in the financial services industry makes her a popular speaker at industry events. Vikkie serves on her broker-dealer’s Large Enterprise Council and participates in multiple focus groups, has served on the board of the YMCA Southeast branch, and was nominated for the Women of Excellence Award by the Chamber of Commerce of Victor, New York.
Vikkie lives in Victor, New York, with her two children, Carter and Ciara. As a creative outlet, she shares her lifelong passion for dance as the owner and managing director of her studio, Flower City Dance. As a mentor, she not only teaches her students dance, but also introduces them to the business aspects of the professional side of dance. She enjoys a wide variety of music from country to rock to ballads, which makes the perfect accompaniment to her other hobbies– traveling, sports, dancing, and working out.
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