Your Financial Dream Team
Victory Wealth Services has a team with more than 200 years of financial planning and implementation experience. We are experts in our own specialized fields of:
- Financial planning
- Money management
- Tax planning
- Insurance consulting
- Estate planning and trust management
Our team makes it much easier for you to live your Ideal Life. This allows you to do what you want to do with the people you care about most. Join our best-in-class team of financial specialists and accelerate the speed with which you create your Ideal Life.
Trusted Financial Advisor and Team LeaderJames is your primary point of contact. It’s his job to proactively engage in counseling you on action items that are within your control so you can make progress towards your goals. James will make sure to understand what you are trying to accomplish in all of your financial areas and make sure that your wishes and goals are effectively communicated to each team member.
Director of InvestmentsJeremy creates a personalized portfolio that is designed around what your goals are, their timeframe, and inline with your risk tolerance. He ensures that your asset allocation changes as you approach the target dates of your goals so that there is little risk of not having the money you need to achieve your goals.
Office ManagerRita maintains office services by organizing operations and procedures. She has an extensive accounting and administrative management background and brings organization and efficiency to our team. Rita works very closely with clients scheduling appointments and updating their information. She’s vital to the team’s proficiency and our clients’ success.
Steve Huxley, PhD
Director of Financial PlanningSteve creates and updates your comprehensive written lifetime financial plan. He ensures that every financial recommendation is well coordinated and reviewed fully by our team. Steve makes sure your plan is fully updated three times per year to create the greatest probability you will achieve your goals by the target dates you set.
Attorney at LawWoody has practiced law for over a 30 years. He ensures that your estate plan is in alignment with your wishes, reviewed by you annually, receives a deep review at least every three years. Within four months of any significant change in relevant tax laws, or circumstances within the your estate, your plan will be reviewed for changes that need to be made to make it current.
Director of Client ServicesChad makes sure that all reports and recommendations are up to date and applicable for each of your three Client Progress Meetings throughout the year. He coordinates our entire back-office making sure that our entire 143+ point checklist is completed on time so nothing is ever missed.