Victoria is a Paraplanner and Wealth Plan Specialist, holding both Certified Financial Planner (CFP®) and Enrolled Agent (EA) certifications. A graduate of Texas Tech University, she has built her expertise in financial advisory at firms like Centura Wealth Advisory and Riverchase Wealth Management, focusing on comprehensive wealth planning for clients.
Growing up in a small East Texas town, Victoria learned the value of a hard-earned dollar from a young age. Her parents instilled in her the importance of diligent work and consistent saving, which became the foundation for her career in financial planning and her approach to helping others manage their finances.
She began her saving habits early, putting away funds from the ‘tooth fairy’ and from completing chores around her home.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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