With over five years of dedicated experience at Peterson Wealth Advisors, Vicki Portincaso is back to serve as an Account Executive Assistant to Eric Peterson. Vicki specializes in supporting client relationships and ensuring daily financial operations run smoothly and efficiently. Her strong attention to detail and commitment to helping clients makes her an indispensable and vital part of the advisory team. Outside of the office, Vicki loves spending quality time with her family and loved ones, especially when relaxing by the water at the beach.
“My goal is to build my relationship with our client family, while improving my knowledge of the wealth management industry.”