Victoria Bogner

Understanding my clients’ needs starts with listening. Really listening. Before we talk about portfolios or tax strategies or estate planning, I want to understand what drives them. What does wealth actually mean to them? For some, it's freedom. For others, it's security, legacy, impact. At the core, I’m trying to help them define and achieve what I call funded contentment: the ability to live the life they want, with the confidence that the financial piece is handled.

From there, my team and I take a comprehensive approach: cash flow analysis, tax strategy, risk management, estate planning, investment allocation, and more. But no two plans are alike, because no two clients are. We look at each family’s financial life as a whole, layering in both technical expertise and life context to build a plan that actually works for them, not just on paper.

This is all guided by three things: data, empathy, and fiduciary duty. The numbers matter, but so does the human side. And ultimately, everything I recommend has to be in the client’s best interest, full stop. I’m not here to impress with complexity. I’m here to help them make informed decisions with confidence and clarity.

Throughout our relationship, my clients can expect straight talk (I’ll always tell them what they need to hear, not just what they want to hear), deep expertise, and a genuine partnership. I’m here to help them get clear on what they want their wealth to do, and then build a smart, personalized strategy to get them there. They can also expect a high bar for quality. I lead a team of specialists who obsess over the technical details so clients can focus on what matters most to them. We take the complexity off their plate without taking them out of the process.

What I enjoy most about being a financial advisor is the intersection of strategy and meaning. I love taking something that feels overwhelming or complex and turning it into a clear, actionable plan that gives people confidence. There’s something incredibly rewarding about watching a client realize, “Oh… I’m going to be okay.”

But it goes beyond just the math. I get to help people define what a meaningful life looks like to them and then show them how to fund it. That’s not just finance. That’s real life. And being trusted to walk alongside someone through major transitions, family milestones, business decisions, or even loss? That’s an honor I never take lightly.

CFP^®: CERTIFIED FINANCIAL PLANNER^®

CFA^®: Chartered Financial Analyst^®

AIF^®: Accredited Investment Fiduciary^®