Kaci Sicheneder always wanted to call the shots, be her own boss, own her business. Velocity Investment Partners in the Ann Arbor looks like that dream come true.
The financial planner used to work for an independent broker dealer before striking out on her own 16 months ago. Her own firm lets her build her own base of investors without kicking some back to a brand name far away. It also lets her be perfectly honest with her clients.
"There is just open advice," Sicheneder says. "There is no incentive to put them in one product or another."
She has since grown her client base by 70 percent since starting out on her own. She hopes to double that client base within the next year. Doing that will let her hire a full-time assistant and hopefully an office manager, too.
Source: Kaci Sicheneder, financial planner with Velocity Investment Partners
Writer: Jon Zemke
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