Vicki Schmidt

Vicki Schmidt

Client Services, Event Coordinator

Vicki has been on David Wise's team since 1997. She is driven by knowing and serving our clients and their families. She provides personal and professional attention with a commitment to excellence. Vicki enjoys working closely with clients to alleviate the unnecessary complexities in their lives. Vicki brings over 26 years of experience in the financial services industry to Trinity Wealth Management and currently holds her series 6 and 63 licenses with LPL Financial.

Vicki is originally from Thomasville, NC and lives in Greensboro, NC with Bailey, her Yorkie. In her free time Vicki enjoys traveling and spending time with her two grandchildren, Clay and Ellie, family and friends.