Vicki Holt, CFP®

Vicki Holt, CFP®

Certified Financial Plannerâ„¢

Since 2008, Vicki has helped clients make good decisions about their finances so they can pursue and enjoy what is most important to them.  Vicki’s core strengths include empowering clients through clear communication and her ability to keep things simple and easy to understand.  However, her level of deep compassion may be her best trait.

Vicki was a collegiate volleyball player and still remains active in local area volleyball through camps, coaching and officiating. Vicki has two beautiful teenage daughters, Laurel and Cameron. Locally, she is a Life member of the Women’s Service League, where she enjoys volunteering in the community. Vicki is also a board member of the Southwestern Michigan Estate Planning Council. 


Schedule an Appointment with Vicki