About

EXPERIENCE, EXPERTISE, AND RELATIONSHIPS

With 28 years in business, Vimvest Advisors brings a wealth of experience and expertise to manage your wealth. That experience and expertise translate to an entire team working daily to manage your financial growth and protect your assets. At the same time, our white-glove service continues to create and nourish lifelong client relationships.

28

Years in Business

A+

BBB Rating

500+

Clients

400M+

Assets Managed

Meet the team

Margaret Hixon

PRESIDENT

Margaret is the President of Vimvest Advisors. Her priority is to provide you with the ultimate in products, services, and concepts in financial & retirement planning.

Stuart Dickson

CO-CEO

Stuart is the Co-CEO of Vimvest Advisors. He is a fully licensed Registered Representative and a Certified Fund Specialist. He also has extensive financial planning experience.

Phillip Dickson

CO-CEO

Phillip is the Co-CEO of Vimvest Advisors. He is a fully licensed Registered Representative and works to develop portfolio options, while also expanding the reach of the company into new markets.

Justin Bailey

CTO

Justin is the CTO of Vimvest Advisors. His experience ranges from technology product design to marketing to business development. He works to expand the technology and brand reach of the company.

Scott Dunbar, M.D.

FINANCIAL ADVISOR

Scott is a fully licensed Registered Representative and fiduciary. Spending the first half of his career in medicine, Scott brings a unique and powerful skill set to your financial future.

Bradley Johnson

FINANCIAL ADVISOR

Bradley is a fully licensed Registered Representative and fiduciary. He specializes in generating wealth strategies for future quality of life and planned charitable contributions.

Mark Kennedy

FINANCIAL ADVISOR

Mark has over 39 years of experience in financial services. He specializes in portfolio development and management in multiple investing and wealth management disciplines.

Gina Younkman

INVESTMENT SERVICES SPECIALIST

Gina helps to prepare, process, and complete client transactions at Vimvest Advisors. If you're looking for updates regarding your business, Gina will happily be able to help.

Liz Svirsky

BUSINESS COORDINATOR

Liz is our Executive Assistant. Liz will often be the bright voice answering the phone. Liz is here to answer questions and will direct you to the person who can best serve your needs.

Sara Humphrey

EVENTS MANAGER

Sara is responsible for keeping in touch with current and future clients of Vimvest Advisors. She plans informational events on a variety of topics. Contact Sara to attend an event.

Olimpia Smith

EXPERIENCE COORDINATOR

Olimpia helps to schedule, prepare for, and manage the client experience at Vimvest Advisors. She also helps in the creative department.

David Anderson

CREATIVE DIRECTOR

David helps provide creative direction for all things Vimvest Advisors related. He helps from branding to web to product design and presentation.

Suzanne Gargulio

COMPTROLLER

Sue takes a warm yet detailed approach in helping to keep the books for Vimvest Advisors. She is an important part of day-to-day organization for the company.

Shelly Fackler

FINANCIAL REPRESENTATIVE

Shelly helps facilitate the discovery of useful and available wealth management options provided by Vimvest Advisors.

David Anderson

CREATIVE DIRECTOR

David helps provide creative direction for all things Vimvest Advisors related. He helps from branding to web to product design and presentation.

Suzanne Gargulio

COMPTROLLER

Sue takes a warm yet detailed approach in helping to keep the books for Vimvest Advisors. She is an important part of day to day organization for the company.

COMMON QUESTIONS

Here are some common questions we often receive from clients. If your question isn’t in the list below, please contact us and we will be happy to answer.

IS VIMVEST ADVISORS A FIDUCIARY?

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Yes. In case fiduciary is a newer term for you, it refers to a type of financial advisor who is responsible for managing the assets of another person, or of a group of people. Not all financial advisors are fiduciary advisors, and if one isn't a fiduciary, they are not required by law to work in good faith.

WHAT ARE ANNUITIES, AND HOW DO THEY WORK?

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Simply defined, an annuity is a financial mechanism that provides a fixed stream of income during retirement. They are a great place for money you need to keep "safe". Vimvest Advisors only offers a specific form of fixed annuities. Contact us to learn more about annuities and if an annuity would be right for your situation.

How do fees work with VIMVEST ADVISORS?

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At Vimvest Advisors, we work to align our incentives with yours. This can be applied in slightly different ways depending on the situation. Contact us to learn more about fees and how they would apply to your situation.

HOW WILL YOU INVEST MY MONEY?

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Our three core values drive how your money will be invested if you were to join Vimvest Advisors. First, we believe in markets. This means globally diversified portfolios rather than guessing on pockets of short-term trends. Second, we believe in efficient risk. This means risk and reward are balanced – rather than taking a ton of risk for a little reward. Third, we believe in lifetime income. Applied specifically, this means evaluating your situation, discovering a minimum lifetime income goal, and ensuring your wealth is preserved while taking advantage of the market where possible.

Contact us to learn more about all of our wealth management offerings, or to attend an educational event.

Start Learning with us today.