Victory Wealth Services, LLC

James Hait is a financial advisor at Victory Wealth Services, LLC in Prescott, AZ, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with multiple affiliated firms since 2007. Outside of his advisory role, he is president of Rocky Mountain Research Center, a scientific and educational nonprofit organization. Victory Wealth Services, LLC provides fee-based financial planning and portfolio management to individual and high-net-worth clients, offering discretionary and non-discretionary investment management along with educational seminars. The firm employs a team of four advisors and utilizes sub-advisors and third-party investment strategies to tailor investment programs to clients’ goals and risk tolerance.

Shane Foster is a financial advisor at Victory Wealth Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Victory Wealth Services, he held positions at Plan A Wealth Management and Morgan Stanley. Victory Wealth Services, LLC provides fee-based financial planning, portfolio management, and broader wealth management services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, comprehensive financial plans, and public educational seminars, utilizing tailored investment programs and third-party sub-advisors.

Darin Doty is a CFP® professional with over 20 years of experience in the financial services industry. He has been with Victory Wealth Services, LLC since 2021 and previously worked at Primerica Financial Services for 18 years. Outside of his advisory role, he has a longstanding involvement with Herlee Management Co. Victory Wealth Services, LLC is a team-based firm providing fee-based financial planning, portfolio management, and wealth management services to individual and high-net-worth clients. The firm emphasizes tailored investment programs using fundamental, technical, and cyclical analysis, and offers public educational seminars and workshops.

Carrie Brumbaugh is a financial advisor with Victory Wealth Services, LLC in Prescott, AZ, holding a Series 66 designation and seven years of industry experience. Her career includes roles at J.P. Morgan Securities, Robinhood, and Bank of America. Outside of advisory work, she serves as the Executive Director of the Miss Yavapai County Scholarship Organization and is involved in a craft business, Covert Creative LLC. Victory Wealth Services, LLC provides fee-based financial planning, portfolio management, and wealth management services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts regular educational seminars, managing approximately $45.4 million in discretionary assets through a four-advisor team.