Are you getting more in value from your financial relationships than you pay in fees?
Book an introductory call now with Patrick Huey, Owner & Principal Advisor of Victory Independent Planning to evaluate the value you are currently receiving in your financial relationships.
Just pick a time from the calendar to the right and let's chat. There is no obligation.
Patrick Huey, CFP®, CAP®, ATP
Owner & Principal Advisor
Patrick is an Accredited Tax Preparer, a CERTIFIED FINANCIAL PLANNER™, a Chartered Advisor in Philanthropy®, and holds a Master of Business Administration from Arizona State University. He is the owner of Victory Independent Planning, LLC., as well as the author of History Lessons for the Modern Investor and The Seven Pillars of (Financial) Wisdom. Patrick served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He enjoys travel, golf, tennis and spending time with his wife Dixie and their son Fletcher.
Dixie is a graduate of Duke University with a degree in psychology and holds a Master of Business Administration degree with a concentration in finance from the University of Colorado. She has owned her own marketing and communications firm for over a decade. Additionally, she volunteers her time working with The Nutrition Coalition, a non-profit promoting the use of evidence-based US dietary guidelines. Dixie is also a fitness instructor and enjoys dance, conversational French and the perfect wine and food pairings. Most importantly, she is a mother of one.