Victrix Investment Advisors

William Chapman is a CFP® professional with 21 years of industry experience. He has held roles at Fogel Capital Management Inc., Great Lakes & Atlantic Wealth Management, and has operated Chapman Capital Advisors since 2017. His background also includes work in real estate and non-variable insurance. He is part of Victrix Investment Advisors, a team of seven advisors providing fee-only investment advice to individuals and trusts. The firm offers financial planning, retirement plan consulting, and portfolio management, employing a range of strategies including options and derivatives within separately managed accounts.

William Thompson is a CFP® professional with 12 years of industry experience, currently serving at Victrix Investment Advisors since 2013. He is based in Stuart, FL, and is part of a seven-advisor team. Victrix Investment Advisors provides fee-only investment advice to individuals and trusts, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of strategies including options trading and other derivatives within separately managed accounts and utilizes client-specific financial profiles to develop tailored investment plans.

Ross Cutler is a CFP® professional with five years of industry experience. He is currently with Victrix Investment Advisors and has previously worked at King Tide Advisors LLC, Core Group Financial, LLC, and AAFMAA Wealth Management & Trust Company. Outside of his advisory role, he is a 50% owner of a daycare business in Stuart, FL. Victrix Investment Advisors provides fee-only investment advice to individuals and trusts, offering both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting. The firm employs a range of strategies including options and derivatives within separately managed accounts and utilizes client-specific financial profiles to develop investment recommendations.

Jami McCree is a financial advisor at Victrix Investment Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of her advisory role, she is a scheduler for a handyman services business. Victrix Investment Advisors provides fee-only investment advice to individuals and trusts, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a range of strategies, including the active use of options and derivatives within separately managed accounts.

Young Park is a CFP® with 11 years of industry experience and is currently with Victrix Investment Advisors. His prior roles include positions at King Tide Advisors LLC and Aafmaa Wealth Management & Trust. He serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides fee-only investment advice to individuals and trusts, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a range of strategies, including active use of options and derivatives, tailored through client-specific financial profiles and investment plans.

Kevin Kennedy is a financial advisor at Victrix Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Money Concepts. Outside of advising, Kevin is involved in professional acting and hosts the "Mountain Money" radio show on KPCW; he also owns a bee rental business focused on pollination and hive maintenance. Victrix Investment Advisors provides fee-only investment advice to individuals and trusts, offering both discretionary and non-discretionary asset management as well as financial planning and retirement plan consulting. The firm employs a range of investment strategies, including active use of options and derivatives within separately managed accounts.

Christina Dell'Aquila is a financial advisor at Victrix Investment Advisors with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers fee-only investment advice to individuals and trusts, providing both discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a client-specific Financial Profile and Investment Plan, employing fundamental, technical, and cyclical analysis, and incorporates derivatives strategies such as options trading within client accounts.