Vicky Johnson CFP® AIF® The Principal Financial Group®

CONNECT

Address:

301 Banner Court, Suite 1
Modesto, CA 95356

Phone:

(209) 527-5210 Ext. 120

Fax/Other:

(844)-873-2080

My Team

Tyler joined the Principal Financial Group® as a Financial Advisor and Principal Securities Registered Representative in October of 2014, and is a graduate of Brigham Young University with a BS in Biology and a Minor in Business Management.  His qualifications include California Life and Health License; Series 7 and 66 securities registrations; and, is fluent in Spanish.  Tyler will partner with his mother Vicky Johnson, CFP®, and will assist her with Employee Financial Resource Programs for businesses and their employees, and create financial strategies or blueprints for their retirement.  He will provide solutions in the following areas:  Life Insurance, Disability Insurance, Retirement Solutions, and Investment Services. 

Tyler will also focus on Business, Owners and Executive Solutions platforms, assisting business owners with succession planning and executive benefits.

 

Brenda Snow is licensed in Accident & Health, Life Insurance in Utah (license number 422508) and California and has been employed by Vicky since 2011. She currently manages client correspondence, Vicky's calendar, scheduling appointments and calls each of Vicky’s clients at least once a year to give them account updates and answer questions. Brenda creates Financial Strategies to help clients plan for future expenses and retirement. She also oversees all Education Meetings for business clients.

 

 

Britney Carpenter is a graduate of Brigham Young University and licensed in Accident & Health, Life Insurance in Utah (license number 424991) and California.  She is trained to manage life insurance and disability quotes and assists Vicky with non-med Group Benefits.  Britney also completes electronic applications for life and disability insurance clients (e-apps).

 

 

 

Tiffany Grajeda is the newest member of Team Johnson.  She is the secretary for both Tyler and Vicky and also manages marketing/networking groups. 

 

 

 

 

 

  • Nichole Soelberg  manages Vicky's client files and keeps the office in order.   Nichole also manages office compliance and updates all of Vicky's social media sites.   

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck