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Independence isn’t just a transition—it’s a transformation. Advisors who succeed follow a disciplined plan that protects the client experience, accelerates timelines, and meets regulatory standards. With clarity, consistency, and control at every step, a structured approach ensures your move to independence is seamless and scalable.

What shifts when an advisor makes the move to independence? Ken Shotsberger reflects on his first year at Victory Financial - highlighting lessons on transition planning, finding efficiency with Victory Financial’s platform, and the mindset of true business ownership. Ken learned that independence means more flexibility, clearer client experiences, and the ability to design a practice around what matters most.

We’re excited to share our latest quarterly update, featuring a note from our President, a recap of market activity from the past quarter, and details on the launch of the new Victory Financial website!

One year ago, Colton made the leap to full independence with Victory Financial — and the results have been transformational. From gaining greater control and clarity to deepening client relationships and accelerating growth, Colton’s story is a powerful example of what happens when you align your business with your values. Read the full post to see how ownership changed everything.

Phil Flores began his career in financial services during the pandemic and quickly felt constrained by a large firm’s rigid structure. Since joining Victory Financial Group, he’s found the freedom to better serve clients with personalized solutions and a more supportive culture.

Our latest quarterly update features a note from our founder, a recap of market activity from the past quarter, highlights of recent milestones and celebrations, and a spotlight on one of our valued sponsors.

In just one year, Robert has grown his Assets Under Management (AUM) by over 25%. Now, instead of feeling like he’s fighting the system, Robert is energized by what he can do—serve clients better, build stronger relationships, and deliver personalized services that align with clients' goals and aspirations.

Zachary Treu’s move to Victory Financial Group has nearly doubled his assets under management and strengthened his client retention rate, proving the power of the right platform. With better tools and partnerships, he’s building a more efficient, impactful business.

Please join us in giving a warm welcome to Paul Schappert to Victory Financial Group! With 15 years of experience providing financial advice to families all over the country, Paul brings a wealth of knowledge and expertise to our team. His passion for people is unmatched and we're excited to partner with him!

It is with great excitement that we announce the appointment of Kyle Wardlaw as President and Chief Compliance Officer of Victory Financial Group. We welcome Kyle to the Victory Financial Group team and look forward to working with him to help our clients achieve their financial objectives.

Please welcome Chris Wells to the Victory Financial Group! With 20+ years of experience, Chris brings expert knowledge in investment, retirement, and risk management. We're excited to have him onboard and make a positive impact at Victory Financial Group!

Connor Greenberg's journey with Victory Financial Group is a testament to the power of embracing independence in the financial advisory world. In a recent interview, Connor reflected on his remarkable first year with the firm, highlighting the substantial growth and newfound opportunities that have defined his transition.

Please join us in welcoming Andy Nichols to Victory Financial Group! Andy is a seasoned financial advisor with over 15 years of experience in helping clients achieve their financial goals. We are excited to have him onboard and look forward to the valuable contributions he will make to our team and clients.

After years of feeling limited by a rigid structure, Jeff Sadino made the bold move to independence with Victory Financial. His journey is one of renewed freedom, clearer alignment with his values, and a deeper focus on serving clients the right way. Discover how stepping away from constraints unlocked new growth, purpose, and possibility in Jeff’s practice.

One year ago, Andy and Peter Warren embarked on a bold new chapter in their careers, joining Victory Financial Group to embrace the independence they desired in the financial advisory landscape. In a recent interview, the brothers reflected on their extraordinary journey, which serves as a powerful example of how the right move, coupled with dedication and vision, can revolutionize a financial advisory practice.

Victory Financial Group is thrilled to announce the official launch of our comprehensive financial services firm! One of our key differentiators is our team of experienced financial advisors. With decades of combined experience in the financial industry, our advisors are well-equipped to guide clients through even the most complex financial challenges.

Rodney Tracer and Dan Paschke are celebrating a transformative year since joining Victory Financial Group as independent advisors, where they’ve found newfound freedom and control over their businesses. Since joining, both have doubled their Assets Under Management (AUM) and seen significant increases in revenue, with Gross Dealer Concessions (GDC) up around 100% for both.

It's been a fast start in 2025! Since our last newsletter, we've onboarded our largest firm to date, wrapped up our first SEC Exam, launched a new technology platform, issued our first profit-sharing checks, and closed the gap on reaching $1B by our 2 year anniversary in May of this year.

We launched Victory Financial in May 2023, and it has been an incredible 18 months! We’ve gone from three founding advisors with $150M of AUM to 26 in multiple states with close to $700M and are projecting to hit $1B by our two-year anniversary in May next year.