Our Associates

Approachable….analytical….sensible…. all descriptors for Midge’s approach as a financial planning professional. With over 30 years of experience, Midge skillfully discerns her client’s needs, helps them gain clarity on their financial goals and designs a plan towards pursuing them. 

Financial independence is something we all desire. Midge is committed to providing clear, simple explanations for the many financial products and services available to investors. There are quite a few options for wealth management, and she offers an independently personalized strategy as a roadmap toward a secure financial future. 

Midge networks with other financial professionals all over the US, to stay up to date with the best financial planning products and retirement strategies for her clients.  Midge has served on the Women’s Advisory Board for Osaic Wealth, Inc., one of the nation’s largest networks of independent wealth management firms.  Her position on the Board allowed her to work with a small group of peers, guiding Osaic’s growth strategies related to women advisors and clients.  

Additionally, Midge holds Series 7, Series 63 and Series 65 registrations and is an Investment Advisor Representative with state securities registrations in AL, CA, CT, FL, GA, IA, IN, MD, ND, NC, PA, SC, TX, and VA. She is also licensed in Life, Health and Long-term Care insurance.

Cathy has been with Victory Wealth Management, Inc. since early 2007, having worked in the field of financial management since 1999. Cathy enjoys helping clients plan and prepare for their futures. Her role in the firm ranges from putting strategies in place before retirement, strategic planning for when retirement income starts and financial guidance during life events that occur in retirement. Through her commitment to the financial services field, she has earned the distinguished designations of Certified Financial Planner (CFP®) and Registered Financial Consultant (RFC). Cathy earned a Bachelor of Business Administration from Catawba College and holds FINRA Series 7 and 66 securities registrations through Osaic Wealth, Inc. She also holds NC Life, Accident, Health, Long-term Care and Medicare Supplement Insurance Licenses. On a personal note, Cathy and her husband, Lynn, have two sons, Nathan and Brandon. Cathy has a passion for genealogy and is a member of The Daughters of the American Revolution (DAR). When she's not digging into her family lines, she enjoys travelling with her family and friends.

Frances was welcomed into the Victory Wealth Management family in 2018. She has a wealth of experience working at the Salisbury YMCA, where she has been employed for over 30 years. She also has a strong background in customer service, which is a perfect fit for our firm and our commitment to going above and beyond for our clients. Frances spent her childhood in Georgia and Tennessee. She is a graduate from the University of Tennessee, Knoxville. Frances and her husband have lived in the Salisbury area over 30+ years. They have three children along with a son-in-law and daughter-in-law. The family enjoys an enthusiastic game night when together. Frances enjoys walking with her friends and their rescue dogs.