BACKGROUND & FOCUS
In 2008, Virginia affiliated her practice with Legacy Investment Services, Inc. This strategic move was taken to deliver an even higher level of service to her solid client base in the state of Oklahoma.
Although she focused her personal practice on corporate, non-profit, and government retirement plans, such as 457’s, 401k’s, 403b’s, Simple, Sep, Defined Benefit and Defined Contribution plans, she has also provided personal investment and financial planning to private clients for over 15 years. Virginia’s clients include retirement planning services for the County and other governmental employees, as well as Health Care Professionals, Teachers, and Vo-Tech Instructors. Her professional experience includes business ownership, stock agent for a large bank, and several years with Travelers Insurance. She received her undergraduate degree from Southern Nazarene University, cum laude. Graduate studies were obtained from the University of Oklahoma and the American College for Financial Planners.
Virginia finds tremendous personal satisfaction in helping her clients achieve a long term perspective of their financial goals. She is dedicated to focusing on the individual, and works diligently with you to structure a personal financial plan that is functional and easily adapted to your lifestyle. Virginia strives to uncover ways to save clients tax dollars and unneccessary investment expense. After a complete financial analysis, and taking into consideration investment objectives and lifestyle, a plan designed for long-term success is placed into action. Virginia’s experience includes risk management and retirement income planning.
Virginia enjoys providing financial education and conducts numerous workshops, seminars and client social events. She is a speaker at community functions throughout Oklahoma. She is a lifelong resident of Oklahoma. She and her husband live in Oklahoma City, and they have one son.