Victoria has always loved helping people and solving problems. Early in life, Victoria’s father encouraged her to take active role in understanding and managing the family’s finances. Before long, Victoria was bridging the ‘knowledge gap’ between her parents and their financial advisor. She noticed that when she explained complex financial topics in everyday language, instead of the slick Wall Street lingo, not only did her parents have a better understanding but any feeling of uncertainty they had dissipated. Victoria had found her calling as a personal financial analyst and pursued it wholeheartedly.
After learning the industry ropes at Mutual of Omaha and receiving a world class education from Morgan Stanley, Victoria founded Wealth Analytics. Wealth Analytics is a female-focused financial services firm that provides unique solutions to clients as they transition through the different stages of life. In order to meet client needs, there are three service branches. Wealth Analytics offers financial coaching and personal financial analysis including lifestyle management. Divorce Analytics guides clients through the financial component of their divorce and provides short and long-term settlement analysis. Life Transition
Analytics offers clients support and skills as life changes course and new responsibilities unfold.
Once again, the events in Victoria’s personal life gave clarity and direction to her professional journey. Victoria could no longer remain in a relationship with her long-term partner as his alcoholism turned abusive. During their separation, Victoria became a client of her own. She was afraid as she faced new responsibilities alone but thankfully, she had the financial knowledge to turn her fear into empowerment. Victoria was grateful that she had the skills to turn lemons into lemonade but realized that many were not as lucky. Victoria realized that she was in a unique position to change that and Divorce Analytics was born.
Determined to serve those facing divorce, Victoria became a Certified Divorce Financial Analyst® and has specialized training in divorce-related financial issues such as taxes and property division. Victoria is a National Certified Professional in Mediation and has training in Family Law mediation. Additionally, she has received training as a Financial Neutral in Collaborative Process, a more cost effective and team-oriented approach to divorce.
Victoria holds a Life and Health Insurance License.
In her free time, Victoria enjoys practicing yoga, reading, and riding horses. She also is a member of the Daughters of the American Revolution and attends naturalization ceremonies on behalf of the organization.
Please note: This is general knowledge and is not tax/ legal/ or financial advice. Work with your professional team to find out what is best for you.