Victoria is a Senior Client Service Administrator with AdvicePeriod. As a member of the Operations team, her priority is to fully understand what our Partner Advisors and their clients need to accomplish, and then find elegant solutions. She prides herself on being able to solve even the most complicated challenges so that our Partner Advisors can relax knowing it will get done correctly and efficiently.
Prior to joining AdvicePeriod, Victoria was Director of Operations at Divergent Wealth Advisors, helping establish all operational policies and procedures for the start-up RIA. She particularly enjoyed establishing the compliance program and training new representatives.
Though Victoria studied Psychology at Brigham Young University, she quickly made the jump to finance and has spent 10 years growing her skill set and knowledge. Her unique perspective humanizes the analytical nature of finance, as every day, she reminds herself that an investment account is not simply numbers on a screen, but the product of a family’s years of hard work, sacrifice, and trust in professionals like herself.
In her spare time, Victoria enjoys hiking in the Pacific Northwest forests, singing jazz, and walking her dog, Jack.