About Vickery Creek
In May 2009, Vickery Creek, as a newly created registered investment adviser, entered into a relationship with Fidelity Institutional Wealth Services, where Fidelity serves as Custodian for Vickery Creek client assets and Vickery Creek provides the investment advisory services to those clients.
Vickery Creek Team Members
Jack Parsons CTFA, AEP
President and Chief Investment Officer
Jack Parsons CTFA, AEP President and Chief Investment Officer
For over seventeen years, Jack has been serving a select group of successful families and institutions.
Jack is one of the only investment advisors in the United States to accurately predict the historic drop in interest rates from 2010-2013 and the subsequent and current, nearing normalization of interest rates. Before founding Vickery Creek, he managed several progressive and forward-looking client projects while at Merrill Lynch (for over nine years), that received very high marks from clients, upper management within Merrill Lynch, his peers, as well as from outside experts in their respective fields.Before Merrill Lynch, Jack was a Senior Financial Advisor at IJL Wachovia while going to college at Georgia State University in Atlanta, Georgia.
Jack has been a registered investment adviser since March 1997 and has been married for seventeen years to Kathleen MacNeill Parsons and they have two children - Will and Caroline.
He left Merrill Lynch and founded Vickery Creek Capital Management in May 2009 mainly because he wanted to build a company focused exclusively on client service and truly helping people without all of the distractions brought on by leaders in the broker / dealer world.
His investment approach is a top down, macro economic approach that is determinate in focus. Jack specializes in building client relationships by taking the time to become an expert of his clients. He specializes in building client portfolios with an emphasis on total return and growth at a reasonable price using time tested valuation metrics. In 2012, Jack earned the Certified Trust Financial Advisor designation from the Institute of Certified Bankers and the American Bankers Association. Jack is a member of the Estate Planning Council of North Georgia. In 2013, Jack was awarded the Accredited Estate Planner designation from the National Association of Estate Planners and Councils.
Stephanie Platt
Executive Assistant & Client Service Manager
Executive Assistant & Client Service Manager - Stephanie works closely with Jack and serves Vickery Creek clients as an expert on the Fidelity Wealth Central services software platform, Advent Portfolio Analytic software, as well as working collaboratively with the dedicated Vickery Creek service specialists. Stephanie has been in the Wealth Management business for nearly twenty years. Her client centric, task completion process (that she developed), is one of the most effective in the industry. Stephanie graduated from Kent State University with a degree in Business Administration in Finance and Economics.
Her extensive background ranges from building back office systems solutions to serving as a regional VP of a broker / dealer. Over the years she worked for Prudential, Dean Witter, and ING Reliastar. Stephanie and her husband have three children and live on a farm. She loves to garden.
Tanya Cummings
Director of Operations and Compliance
Director of Operations & Compliance - Tanya was added to the Vickery Creek team in 2012 to be in charge of operations and compliance for the firm.
Tanya had a similar role as the Operations Manager at Morgan Stanley in Atlanta. She has been in financial services for nineteen years.
She and her husband Craig love spending time with their children.
She graduated from the University of West Florida with a business management degree.
Steve Ruffini CLU, ChFC
Insurance Specialist - VP - Highland Capital - Atlanta, Georgia - a Division of NFP - www.nfp.com - Steve serves Vickery Creek by creatively matching the sophisticated insurance needs of our clients with the best insurance products available. His primary areas of focus are estate planning and protection, and wealth transfer.
With more than 25 years of experience, and with no proprietary products to sell, he works collaboratively with Vickery Creek and its clients and offers the most appropriate and objective solutions.
Jay Esche
Chief Compliance Consultant - Jay advises Vickery Creek (on an as needed basis), in the areas of NASAA, SEC, and FINRA compliance. His primary areas of speciality are: the oversight of written supervisory procedures, the performance of mock regulatory audits, assistance with regulatory examinations/responses, and ongoing compliance and regulatory consulting for virtually any facet of a registered investment adviser's regulatory framework. Jay was formerly a securities regulator in the state of Florida.
Margie Martin
Accounting Consultant - Margie oversees the accounting systems for the company. She obtained a bachelor's and a master's in English - Married to Barney for 35 years and they have 3 boys and 5 grandkids. Margie spent 17 years working for a defense contractor in northern California.
Additional services available to Vickery Creek clients (through Fidelity Institutional Wealth Services and other companies):
Guaranteed Income Planning
Trustee Services
Restricted Stock Executive Services
Charitable Planning Consultation
Estate Planning
Tax Planning
All persons mentioned above, (except Jack), are not direct employees of Vickery Creek Capital Management, LLC - but do serve as consultants, advisors, and/or service personnel serving the company and/or its clients.