Vicki provides a range of financial services to JDJ clients, including detailed net worth reporting and analysis of expenses, investment account reconciliation, estate planning and implementation, payroll processing, as well as budgeting and cash flow projection. Vicki’s extensive experience in the family office industry allows her to manage client relationships on every level.
Prior to joining JDJ, Vicki was an account manager in the Rothstein Kass Family Office Group, where she provided administrative family office services to high net worth clients. Her previous experience includes a broad range of responsibilities at a single family office in Walnut Creek, CA. Prior to that role, she spent eight years at Cortina Business Management, where she gained experience working with families in the entertainment and professional sports industries as well as 501(c)(3) charitable organizations.
Vicki attended Lasell College in Newton, MA.