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 super OSJ branch of Securities America, Vikkie works with advisors interested in joining the firm and maintains close relationships with current advisors. Her passion is workshopping ideas to help them grow their businesses.
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 Branch Manager Advisory Council, has served on the board of the YMCA Southeast branch for two years, and was nominated for the Women of Excellence Award by the Chamber of Commerce of Victor, New York.
Vikkie resides in Victor, New York, with her two children, Carter and Ciara. 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. Her favorite movie is “The Turning Pointe” with Anne Bancroft, Shirley MacLaine, and Mikhael Baryshnikov.