Team

Jack Parsons CTFA, AEP

President and Chief Investment Officer

(866) 571-5818

For nearly thirty years, Jack has been serving a select group of successful families and institutions. Jack is one of the only investment advisors in the United States to accurately predict the historic drop in global interest...

Steve Ruffini CLU, ChFC

Strategic Wealth Preservation Specialist

Steve offers significant expertise in the areas of wealth transfer, business continuation, retirement, and family asset protection. He is well equipped to recommend and implement strategies to meet the complex needs of high net worth...

Stephanie Platt

Client Services

(678) 387-1818

(866) 571-5818

invest@vickerycreek.net

Mrs. Stephanie Platt has over twenty years experience in Wealth Management. She has been with Vickery Creek for over six years. She and her husband have three children and live on a farm. Her super-efficient client response system is a...

Jessica Sagraves

Accounting Consultant - Jessica oversees the accounting systems for the company. She obtained a Biology degree from Lee University. Jessica tracks financial transactions and provides detailed bookkeeping services for Vickery Creek....

Dan Lonergan

Compliance Consultant

Chief Compliance Consultant - Dan advises Vickery Creek (on an as needed basis), in the areas of NASAA, SEC, and FINRA compliance. His primary areas of specialty are: Form ADV submission, the oversight of written supervisory procedures...