Meet Vicki
Vicki is a Wealth Advisor based in Thousand Oaks, California. She joined Mercer Advisors through the acquisition of Eagleson Arndt Financial Advisors, LLC, where she was Founder and Principal since 1999. Vicki earned the Chartered Financial Consultant® designation. She also earned a B.A. degree in psychology from California Lutheran University, a Secondary Teaching Credential in English from Truman State University, and an MBA from California Lutheran University.
Vicki’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Vicki has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Guiding higher education professionals in maximizing benefits and preparing for retirement
Her working style
Vicki is collaborative, supportive, and educational. Her primary objective is to help provide reassurance. No matter what the situation is, she feels she can help it be even better. Helping her clients take even small steps is better than no steps at all.
Vicki in real life
What makes you tick?
Helping improve the lives of others is a primary driving force of my life.
Any words you try to live by?
Focus on the benefit of others and the rest will follow.
What’s one thing you are surprisingly good at?
I have a knack for seeing the big picture and laying out a path that is both attainable and enjoyable.
Ready to learn more?
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