Victoria formed Amick Trigg LLC in 2007 in order to use her finance experience and tax background to help clients manage their financial matters by providing individual tax services and tax planning.
Prior to starting her own business, Victoria received financial planning experience working at Trellis Advisors, LLC in Seattle as a Client Service Analyst. While there, she provided a full range of services including financial plans, investment management, retirement plan analysis, mutual funds analysis, cash flow planning, tax planning and much more. She gained valuable insight into the unique variety of individual needs that financial planners help clients meet and the tax effects often overlooked.
Victoria received her tax experience as a Tax Manager with Wellspring Group, P.S. in Bellevue where she served high net worth clients with income tax preparation which included gifts, trusts, complex investment portfolios and financial planning projects. Prior to that, she was employed by Clark Nuber, P.S. also in Bellevue as a Tax Associate preparing highly complex tax returns for high net worth individuals many of whom owned closely-held businesses.
Her career began with The Procter and Gamble Company in Cincinnati, Ohio as a Plant Accounting Manager and a Cost Analyst Supervisor, supervising a staff of accountants, preparing budgets and forecasts, and supervising the management of fixed assets, payroll, cost accounting and cost forecasting. Although successful in corporate finance, her love of people led her into the personal financial industry.
F.P. Certificate College of Financial Planning - Denver
MBA in Finance Indiana University
BS in Microbiology Indiana University
Certified Financial Planner™ 2005
Enrolled Agent - Internal Revenue Service 1998