Vicki Walton

Practice Management

Relationship Manager

Ph: 248.218.1265

Link to Coaching Card

Vicki assists in the day to day operations of the Practice Management department as well as in overall KMG client relationship support. Her responsibilities include coordinating with KMG clients and internal team members to assist in creating a smooth and consistent experience for all parties involved. Vicki has been in the financial planning industry since 2002, and holds her series 7, 63, 65, 31 and Life and Annuities Insurance licenses. Orignally 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.

At the Core of Each Service is a Relationship Built On Trust

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