The driving force of Vick & Associates is Dave Vick, 2013 SMA Advisor of the Year Finalist, creator of the ABC Planning Process and author of Bat-Socks, Vegas, and Conservative Investing.
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Dave Vick is the founder and president of Vick & Associates, one of the newest - and arguably most producer-friendly - FMOs in the country. After many years in pastoral ministry, Dave began his financial services career in 1992, becoming an immensely successful planner and top producer. Dave later joined Chicago-based FMO Dressander|BHC as their national sales manager and field mentor before launching his own FMO in 2013. Dave is an Investment Advisor Representative with Redhawk Wealth Advisers, Inc., a Registered Investment Advisor in Minnesota.
A gifted educator, Dave writes, speaks and shares sales and marketing techniques with multiple publications and producers. Thousands of successful agents, attorneys, and CPAs have been trained in his prospecting and selling techniques, with great success. Not only is Dave Vick a mega-producer, but his marketing techniques have helped other agents produce over five billion in annuity premium since 2000.
Dave's book, Bat-Socks, Vegas, & Conservative Investing, captures the essence of conservative investing with colorful stories and impassioned insights into the world of retirement planning. The basis for the philosophy behind Vick & Associates, Bat-Socks expounds the beautiful simplicity and elegance of the ABC Planning Process, and is available on Amazon.com or at www.planningwithabc.org.
Chief Marketing Officer
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David McDaniel joins Vick & Associates with almost a decade of insurance experience. His breadth of experience is demonstrated by past focuses in market research, actuarial pricing, and most recently, managing the marketing programs of a medium sized insurance carrier. Throughout David’s career in insurance he always worked closely with annuities and life insurance, whether it was preparing competitor comparisons, performing due diligence for reinsurance acquisitions, pricing products or organizing marketing strategies.
David enjoys all aspects of business and investment and studied finance at ASU’s W.P. Carey School of Business, graduating in 2006 with honors. He also holds an Arizona Life and Health insurance license and has produced business.
David lives in central Phoenix with his wife Rachel and two daughters. He enjoys hiking and action sports; but most of all, time with his family.
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Tom Vick is relatively new to the industry if we look at his start dates, but looking back at his childhood one might say he's grown up in the business. He's written for many publications using his BS in Professional Writing, making him an excellent communicator. Behind every great book is an editor, making the content easy to understand as well as accurate for other readers to engage with. Wonder why students and advisors love books like the Financial ABC's of Retirement Planning or Bat-Socks, Vegas, and Conservative Investing; partial credit goes to the storyteller and the other goes to his translator.
Tom worked as an annuity sales consultant for Financial Independence Group. He's written and edited all ABC workshops and is proficient in the ABC Snapshot Software.
Tom lives in Phoenix, AZ with his wife, Abby, and their two dogs Ray and Daisy. He's studied overseas in the UK and has a B.S. in Professional Writing, making him an excellent communicator in all mediums.
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Kayla Aldridge is a recent graduate from Ball State University where she earned a B.S. in Finance. With years of financial exposure, from CFA luncheons to helping her father who is a financial advisor, she has a well-rounded understanding of the industry and what it takes to succeed. She has also acquired her Bloomberg Certification and was a part of her Finance Society at Ball State.
Kayla is a member of the Descendants of the Signers of the Declaration of Independence as well as a member of the Daughters of the American Revolution. Kayla moved from Indianapolis, IN to Arizona this summer with her husband, Evan. They both enjoy being outdoors and are excited to start exploring the Arizona landscape.
Val Dziedzic joins Vick & Associates with over 20 years of industry experience and knowledge. His career in financial services began in 1996, where he gained field expertise as a financial planner. After gaining valuable experience as an advisor, Val joined Citicorp in 1999 as a trader. He managed individual accounts and acted as a liaison between wealth advisors and portfolio managers. In 2003, he took on a role as regional sales consultant, supporting Variable Annuity sales and driving market share in the Variable Annuity arena with American Skandia and Prudential. Recently, Val has worked to help top financial professionals better understand safe money retirement income solutions that help solve their clients long term income needs. Val’s tremendous experience in financial services has made him a valuable addition to the Vick & Associates team and a significant resource for the advisors he serves.
Val obtained his Bachelor’s Degree in Business Management from Central Connecticut State University, and is Series 63, 65, 7, and Life insurance licensed.