Our Team

Jami McCree | CPWA®
Advisor, Victrix Investment Advisors jami@victrixinvestmentadvisors.com

Jami began her career as a financial advisor at Merrill Lynch in 2011 after completing her MBA at Nova Southeastern University. She has over a decade of experience working directly with clients to provide unparalleled customer service and unbiased financial advice.

Trust and transparency are the foundation for building lasting relationships. Jami works with individuals and families to fully understand their current financial picture and their goals for the future before making any recommendations. Her objective is to build and implement a customized financial plan allowing clients to feel confident they are on the path to financial success. Jami implements personalized portfolio strategies designed to manage investment risk and keep clients moving forward towards their goals. Her client base includes those just starting to build wealth, nearing retirement and those looking to preserve wealth for future generations.

With a passion for sports and fitness, Jami views herself as a financial coach for her clients. She takes the time to understand the desired results, implements a plan, regularly reviews progress and helps clients stay focused on the long-term results.

She received her undergraduate degree in Business Administration from Stetson University where she was a member of Delta Delta Delta sorority. Jami holds her Series 7 & 66 licenses and earned her Certified Personal Wealth Advisor (CPWA®) designation.

Jami and her husband, Reid, are both locals who attended Martin County High School. They currently live in Jensen Beach with their 6-year-old son, Reilly, and 3-year-old daughter, Addison. Jami loves running, boating and enjoying the outdoors with her family.

Kevin Kennedy
Advisor, Victrix Investment Advisors
kevin@victrixinvestmentadvisors.com

Hi, and thanks for taking this moment to visit.

Like the numerous trails in and around the Wasatch Mountains, my life has taken a circuitous route to Park City. I was born in Brooklyn and raised in Connecticut, and always wanted to head west. Park City has been home to my wife, daughter, and me since 2007. When I am not serving clients, you might find me hiking, riding my Niner on every trail I can, or skiing and riding at Park City Mountain and the Cottonwoods. Sometimes, you can even find me on TV, in movies, or at an independent film festival enjoying my passion for acting and filmmaking. My clients come from many walks of life, some from the entertainment world or pro sports, but no matter their livelihood, we all share a passion for quality planning for our futures.

I assist my clients through high-quality, independent financial advice. Independent means that I select, from the myriad of investment choices, those which best fit your unique financial situation, goals, and risk tolerance. This is important to you and, therefore, important to me, and means my livelihood depends on your long-term satisfaction with my advice and service.

Maybe you are asking, “Where’s my money?” Your assets will be safely custodied at Charles Schwab & Co. Schwab has the reputation and qualities you are looking for: high-quality service, financial strength, best-in-class technology, and low costs.

What can you expect? Our relationship progresses at your comfort pace. Generally, in our first meeting, we get to know each other. In the second meeting, we develop your financial plan. At your request, we can develop a formal financial plan through MoneyGuidePro, my financial planning software. In the third meeting, we discuss recommendations and/or implement the agreed upon actions. We will then meet as frequently, or infrequently, as you like. I will continuously monitor your portfolio and am available for your questions or concerns.

Please take the time to contact me at your convenience to learn more. I am looking forward to getting to know you.

Thank you again for your time.

Will Thompson | CFA, CFP®, AIF®
Founder, Victrix Investment Advisors
will@victrixinvestmentadvisors.com

Will Thompson’s interest in investing started at an early age with baseball cards.  He did not collect his favorite players or team but instead read the box scores in the newspaper and studied the price guide to compare the season the players were having to the price of their cards.  Ever the analyst, Will then traded to the neighborhood kids their favorite players in return for undervalued cards.

As he grew out of baseball cards, he started reading books on business in the eighth grade.  He majored in Finance at the University of Notre Dame, where he discovered the investment philosophy of Warren Buffett.  This set his professional direction.

Will started in the investment industry with two very valuable learning experiences as a junior analyst: for Trinity Capital of Jacksonville and for Courage Capital; both funds managed concentrated portfolios with a Value bent.

After earning his M.B.A from Vanderbilt University with a concentration in Finance and Accounting, he spent four years as an analyst for Sterling Capital Management in Charlotte, North Carolina.  He conducted research for the firm’s concentrated Small, SMID, and Mid Cap Value products, and earned his Chartered Financial Analyst (CFA®) designation during this period.

In 2006, he began working for Jove Partners, a long/short operational activist hedge fund based in New York City, and later worked for Accenture, doing corporate finance and management consulting.

In 2012, Will founded Victrix Investment Advisors and earned his Certified Financial Planner (CFP®) designation.  He develops portfolios and designs sophisticated financial planning solutions for clients.

Will now lives in Jupiter, Florida with his wife, 16-year-old son, and 9-year-old daughter. His son is already showing an interest in investing after a birthday present of a framed Disney stock certificate.