Vickie Shank

I work alongside a financial advisor, supporting the daily operations. My tasks are client communications. appointment coordination, paperwork preparation and marketing support. I am committed to help and create an organized, welcoming environment and ensuring clients have a positive and seamless experience.

I am passionate about giving back to the community and currently serve as Chair of the Love of Life committee, Treasurer of the Friends of Yellow Creek organization and I am on the race committee of The Nennie Foundation.

Outside of work and volunteering I enjoy spending time with the significant other AJ, my sons Nathan and Ryan and my pup Arya. I also enjoy staying active and spending time outside, especially biking and hiking.