Vicki Milosch

Coordinator, Investments & Portfolio Strategies

Vicki joined JFR financial after a career at Monroe Bank & Trust.  Most recently she was Second Vice President, Portfolio Manager in the trust department.  She is a Certified Funds Specialist (CFS), from the Institute for Business and Finance, and from the CFA institute in 2017 she was awarded an Investment Foundations Certificate.  She received her BBA with emphasis in Marketing from the University of Toledo and a Certificate of Financial Planning from Bowling Green University. 

Vicki is passionate about helping clients work towards developing and working towards their financial goals.

In her spare time, she can be found enjoying sailing, golfing and biking.  She is also a “foodie” and loves to prepare feasts for family and friends.