Your path to
financial victory

Founder, Financial Advisor

Meet James Hait, the founder of Victory Wealth Services, a renowned financial advisor with nearly 25 years of experience. He believes in comprehensive financial planning, covering income, investments, taxes, healthcare, and legacy planning. James’s approach, known as “The Victory Plan,” focuses on helping clients achieve their unique financial goals. He stays updated by actively participating in financial groups and continuous education, making him a trusted guide in an ever-changing economic landscape.

Senior Financial Advisor

Meet Carrie, a devoted advisor steering clients to financial prosperity. She began her career as a Financial Advisor in 2018, leveraging a solid 15-year background in financial services to guide her path. Carrie thrives on easing clients’ economic anxieties, helping pave their way to fulfilling retirement aspirations.

Director of Financial Planning

Introducing Darin, the mastermind driving our clients’ financial victory. With over two decades of industry expertise, he possesses the know-how to fine-tune portfolios into efficient and potent instruments of wealth. In 2017, Darin achieved the prestigious title of Certified Financial Planner (CFP®), a testament to his dedication. What fuels his passion is assisting clients in attaining holistic financial well-being while upholding the principles of a fiduciary.

Chief Operating Officer

Say ‘hello’ to Lauren, our backstage maestro who ensures the seamless operation of the Victory team and proprietary process. With an impressive 14-year track record in team and project management, she’s a seasoned expert in orchestrating success. Lauren’s exceptional ability to guide our clients toward their goals with transparency and kindness sets her apart.

Client Service Advisor

Shaheena’s a focus is on helping clients achieve financial clarity. She pays close attention to detail and works to optimize income timing and maximize earning potential, helping clients make informed decisions about their finances. Since 2016, Shaheena has gained extensive experience in financial roles, offering practical guidance and support to individuals and families. She is committed to simplifying complex financial concepts, helping clients feel confident and well-informed about their financial situations.

Director of Administration

Let us introduce Wendy, the friendly first point of contact at Victory Wealth. With a background in the hospitality industry, she brings a wealth of experience in efficiently managing front-of-office operations. What truly brightens her day is hearing captivating travel stories from clients who have explored the far corners of the world and sharing delightful snapshots of their beloved pets.

Onboarding Specialist

Sean is a dedicated professional who supports the entire team. From processing forms to helping you stay informed, Sean plays a vital role in ensuring you receive the highest level of service. He is a licensed insurance professional and works closely with our financial advisors. The part of the job he enjoys the most is being able to help others, and he takes pride in the delicious cookies he bakes for our clients.

Event Coordinator

Vanessa is known for her creativity, attention to detail, and passion for crafting memorable experiences. With a background in organizing private parties and volunteer events, Vanessa excels at turning ideas into unique, engaging events that leave a lasting impression. After taking time off from running her own small business to raise her children, she discovered a new passion for creating experiences that bring people together. Outside of work, she enjoys kayaking, mountain biking, and exploring local arts and cuisine, which inspire her innovative ideas. Her goal at Victory Wealth Services is to design exceptional events that foster excitement, connection, and unforgettable memories.

Appointment Coordinator

Meet Kristina, our dedicated Appointment Coordinator. Whether extending a warm welcome during a complimentary 15-minute consultation or assisting clients in arranging their upcoming appointments, Kristina is ever-eager to assist. With over two decades of customer service expertise, she ensures every client feels valued and appreciated.