Client Services Associate
Victoria joined the Bautis Financial team in August 2018 and serves a new role as the firm’s Client Service Associate. She works closely with Marc and John to provide specialized care to our clients and performs a full range of operational tasks. She is responsible for assisting Marc in creating and maintaining comprehensive financial plans for clients, along with directly assisting clients.
Victoria graduated from Virginia Tech’s CFP Certification Education Program with a Bachelor of Science degree in Applied Economic Management. She is preparing to obtain her FINRA Series 65 license as well as the CFP designation to help better serve our clients.
In her spare time she enjoys traveling, cooking, exercising, and spending time with her friends and family.