Victoria is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a CERTIFIED DIVORCE FINANCIAL ANALYST® professional, a CERTIFIED HEALTH SAVINGS® professional, a graduate of SUNY at Geneseo, and a Certified Corporate Paralegal through advanced studies at Adelphi University.
She has in excess of thirty years of experience in the financial arena with expertise in trusts and estates, not-for-profits, charitable gifting, income tax, wealth management and business continuity planning. Victoria is securities, health and life insurance licensed and is a Trust Representative of National Advisors Trust Company.
As Director of Financial Planning with Sage Rutty and Company, Inc., she is responsible for data integrity and plan design in cash flow, taxation, risk management, estate planning, charitable gifting and business exit strategies.
Victoria, a member of the Estate Planning Council of Rochester, and the National Association of Tax Practitioners is an active Rotarian and a Paul Harris Award Recipient. Victoria supports Cure Childhood Cancer, Hope Lodge, Hope Hall, and Gilda’s House.