Vicki Walton

Practice Management

Practice Management Coach

Ph: 248.218.1265

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Vicki assists in the day to day operations of the Practice Management department. Her responsibilities include conducting meetings with KMG clients and providing support to the department. Vicki has 13 years of financial services experience, and holds her series 7, 63, 65, 31 and Life and Annuities Insurance licenses. Originally from Florida, she earned a degree in Business Administration and Management from St. Petersburg Junior College. Vicki enjoys spending time with her family and pets, being outdoors, and is a big Florida State Seminoles football fan.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

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