Hours: Mon-Fri: 9-5
Since joining Hunter Hagan in 1989, Vicki has developed specializations in the Trust, Estate, and Gift tax area in both planning and compliance. Her experience includes charitable planning, family limited partnerships, and planning for business succession.
She has a strong background in the professional services industries as well as experience with high net-worth individuals and divorce consulting. Vicki has the ability to make complex concepts and requirements more understandable to clients, who may often be dealing with a loss of some type.
As a managing shareholder, Vicki is particularly focused on the firm’s strategic planning, marketing implementation, branding, public relations, and client satisfaction initiatives.
An (almost) native of Phoenix, Vicki has been involved with various charitable organizations serving the Phoenix area allowing her to carry on her family commitment to the community. Through her work with non-profit organizations, Vicki understands the critical role they play in our community and realizes the significance of being involved. In 2010 she was appointed to the Board of Directors for the Jewish Community Foundation. In addition, she serves on the Professional Advisory Boards for the Jewish Community Foundation and the Arizona Community Foundation.
Vicki is also a member of the Arizona Society of Certified Public Accountants, the American Institute of Certified Public Accountants, Past President and Board Member of Valley Estate Planners and past Chairperson for the Tax & Legal Seminar jointly sponsored by the Jewish Community Foundation and the Arizona Community Foundation.
Vicki graduated from Wellesley College with a Bachelor of Arts in Economics, pursued her accounting education at Arizona State University and is licensed to practice as a CPA in Arizona.