Viking Cove Institute is led by a group of industry veterans who believe they can make a positive difference in how Americans spend their retirement years. Viking Cove Institute has embraced the addition of millennials to the team, recognizing they have an equally important responsibility to help a younger generation save more for their future. The combination of veteran leadership and experience coupled with innovative ideas and a keen understanding of different generations helps ensure Viking Cove Institute delivers to all Americans.
Founder | Chief Executive Officer
Chief Financial Wellness Officer
Our national footprint represents more than 530 advisors across 33 states serving more than 3.6 million Americans in over 25,000 retirement plans. VCI member firms drive the strategic direction of everything we do, creating a firm built by advisors for advisors.