Our VIA Team thoroughly appreciated our tour and education of Family Promise of Spokane's shelter. Family Promise works diligently to prevent homelessness for families at risk in our community, and for families who fall into homelessness, their team provides shelter and comprehensive resources to get families back on their feet and back into homes. The work they are doing is reshaping lives and our community. Learn more and find out how you can help at https://lnkd.in/dmVyywjx. Thank you Family Promise of Spokane!
关于我们
THE VIA VISION
To create financial freedom and peace of mind for You, the Client, through superior customer service, investment management, and creative customized financial planning.
Our Core Values
Integrity ? Respect ? Fairness ? Excellence ? Humility
- 网站
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https://www.vickerman.us
Vickerman Investment Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Spokane，Washington
- 类型
- 私人持股
- 创立
- 2021
- 领域
- MyBucketSystem? Investment Philosophy、Financial Planning、Tax Planning & Strategies和Estate Planning
地点
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主要
获取路线
108 N Washington St
Suite 603
US，Washington，Spokane，99201
Vickerman Investment Advisors员工
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Chris Grasmick
Managing Director & Senior Investment Advisor
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Mike Vickerman, Jr.
President & CEO - Senior Investment Advisor
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Allison Hart (Wert)
Director of First Impressions/Client Services at Vickerman Investment Advisors
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Michele Healey Vickerman
Marketing & Community Liaison at Vickerman Investment Advisors, Inc.
动态
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Meet our 2024 VIA Intern, Thomas Hartman! Thomas is a senior at Hastings College in Nebraska, majoring in Finance Administration. He learned of our internship through extended family who live in Spokane. Thomas is excited to learn more about financial planning, investing, and overall being "smart with money!" We are thrilled to have Thomas working with us through August.
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We are excited to welcome our newest VIA teammate! Dylan Bohnert joined our VIA team on June 3, and he is already making a big impact in assisting with our investment research. Dylan worked as an intern for VIA last summer, and fell in love with the research aspect of financial advising and investment. Combined with his natural affinity for connecting with people and his desire to help others, Dylan is a perfect fit in his role of Research Analyst and Client Service Specialist. Visit our website to learn more about Dylan!
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Celebrating another fun and productive Client-Team Service Event! We love these events where we team up with our clients to benefit our community and individuals in need. Many hands make light work! This was in full play as we sorted over 2,000 lbs of cucumbers and packaged over 700 lbs of pasta! This produce and quality pasta will help feed hundreds of people who we will likely never meet, but we hold in our hearts. Huge THANK YOU to all of our clients who took the time to join us in this important work, and to Second Harvest Inland Northwest for hosting another fabulous volunteer opportunity.