Approachable....analytical....sensible.... all descriptors for Midge's technique as a financial planning professional. With over 30 years of experience, Midge is gifted at discerning her client's financial concerns, understanding their life style and helping them gain clarity on their monetary goals. There are alot of options for wealth management and she offers an independently personalized strategy geared to maximize your investments while honoring your risk tolerance. Her goals are simple. To ensure clients don't outlive their money and to provide customer service like you have never seen from a financial advisor before.
As the President of Victory Wealth Management, Inc., Midge has sought out and built relationships with other business owners both locally and nationally. These associations ensure Midge stays up to date with the best financial planning products available, including market indicators and retirement strategies for her clients.
Midge is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. She holds the Series 7, 6, and 56 registrations as well as Life, Health and Variable Insurance, and Long Term Care.
As Registered Tax Preparer, Midge also provides tax preparation as a service for her clients.
Midge lives in Concord, North Carolina with her two daughters, Emily and Kaylee. She has the unique experience of being an adoptive mom which led her to specialize in adoption planning and strategies for financing adoptions. With a thorough understanding of federal, state and corporate adoption assistance programs available, she can help navigate the often murky road.
With a passion for both sports and the outdoors, Midge is a giant Panther fan. She hasn't missed a Panthers game in over ten years with Emily alongside her for most games as an equally ardent supporter. In the off-season, Midge enjoys dabbling in mid-centruy decorating. She is always working on her home or in her yard with her three rescue dogs.