Vicki has been driven by a strong passion for helping others, which led her to the financial industry over thirty years ago. Joining Coyle Financial Counsel in 1998 has been life-changing, allowing her to work in her true calling of assisting people every day. As a Financial Planning Specialist, she finds excitement in presenting clients with their financial picture and exploring future possibilities together. With a Masters in Financial Services (MSFS) from the American College and a BS in Accountancy from the University of Illinois, Vicki brings a wealth of expertise to her role, and as a Certified Public Accountant since 1982, she adds further value to the team.
Beyond her professional endeavors, she cherishes quality time with her family, enjoys serving the community, and indulges in her favorite sport, golf.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.