Vicki Brittain
About Vicki
Vicki Brittain serves as a Client Service Associate for Forge Financial, where she coordinates the essential processes that power the client experience. She believes that a successful financial journey requires more than just numbers; it requires a foundation of connection and confidence. Her approach ensures that every client feels seen and supported while navigating the complexities of their financial planning.
By optimizing the "behind the scenes" workflows, Vicki enables the business to maintain a high standard of service. She is committed to continuous growth and bringing fresh, efficient ideas to the work she does, ensuring that the business's strategy works as cohesively as the lives of the clients they serve.
What Vicki Specializes In
Services
Client Onboarding
Ensuring a seamless transition and clear communication for every new relationship from day one.
Process Efficiency
Developing and managing the scalable internal systems that support long term financial strategies.
Operational Integrity
Managing the workflows that protect your interests and keep your financial journey on track.
Service Excellence
Maintaining a standard of care rooted in a client-first mission and a commitment to detail.
The Approach
People Centered Systems
Processes designed specifically around the human element of financial planning.
Operational Clarity
Removing friction and guesswork from the administrative side of the planning process.
Continuous Improvement
A dedicated focus on evolving the service model to meet the growing needs of our clients.
More About Vicki
Background
Outside of Work
- Avid traveler and lifelong explorer
- Volunteer trainer for Trinity Fitness
- Dedicated to family and living life to the fullest