Biography
Victor is a staff accountant who specializes in individual tax and trust and estate matters.
After completing a tax internship with JAK + Co. in 2021, Victor started his career in the wealth management industry. Although he was still involved in tax and estate work, he missed his JAK + Co. teammates. Victor returned to the firm in 2024, bringing with him a well-informed, alternative perspective to tax and estate planning.
Victor knows some of the most stressful situations in life are those revolving around money. He is grateful to be able to help clients find peace of mind in and a greater understanding of these complex situations.
Outside of work, Victor is passionate about coaching young wrestlers and helping them to become better athletes and people. He loves spending time with family and friends and doing anything and everything in the outdoors: golf, disc golf, softball, hiking, hunting, fishing, kayaking—and the list goes on. He also volunteers for the Juvenile Diabetes Research Foundation and the Breast Cancer Research Foundation.
Education
- Bachelor of Arts, Accounting, Augsburg University, 2020
- Master of Business Administration, Finance Concentration, Augsburg University, 2022
Licensing, Memberships & Honors
- Series 66 – Uniformed Combined State Law Examination, 2023
- Series 7 – General Securities Representative Examination, 2022
- SIE – Securities Industry Essentials Examination, 2021