Vickie Garcia, CFP®
Wealth Manager
I believe that financial planning is a deeply personal matter. Each person has a story, a set of values, and a vision for what they want their life to look like, and my role is to help bring clarity and confidence to that journey.
My passion for this work is rooted in personal experience. Watching my mother navigate financial decisions without the guidance she truly needed shaped my commitment to education and advocacy. That experience continues to drive my mission today: to empower clients with the knowledge and understanding they need to make informed, confident decisions about their financial futures.
One of the most rewarding parts of my work is celebrating my clients’ progress and milestones alongside them. I take great pride in building long-term relationships founded on trust, active listening, and thoughtful collaboration. Every plan and investment strategy is customized because no two lives, or set of financial goals, are the same.
I grew up in Red Lodge, Montana, just outside Yellowstone National Park, where small-town values and strong relationships shaped who I am today. I share life with my husband, Ron, and our two children, Ryan and Hailey, who both work in Investment Services and carry forward our family’s commitment to helping others.
Outside of my work at The Ameriflex Group, I am deeply involved in my professional and local communities. I lead The W Source, a networking group for women across diverse industries, and I am honored to serve on the AssetMark Advisory Board.
At the heart of everything I do is a simple goal: to help people feel informed, supported, and confident as they write their own financial stories.
Kristin Maslin
Client Services Representative
As the first point of contact for administrative matters, I coordinate appointments, handle paperwork requests, and facilitate client communication. My aim is to ensure that all client requests are executed seamlessly and promptly. If you have any questions or need assistance, please reach out, and I will ensure your inquiry is directed to the right person.
Before joining The Ameriflex Group, I spent 17 years nurturing young minds as a special education, preschool, and kindergarten teacher. Seeking a new challenge, I transitioned my skills to an administrative role where my attention to detail and organizational abilities are put to good use.
I'm happily married to my husband, Chuck, for over 29 years, and together we have three wonderful children. Working part-time allows me to enjoy a balanced life, filled with cooking, entertaining, and traveling to our favorite destinations like Montana, Jackson Hole, and Coronado.
My family and I are committed to giving back to our community, supporting organizations such as The Treasure House, The Moriah Foundation, and The Chandler Compadres. Our faith guides us, and we believe in the power of community and connection.
Shannon Armstrong
Client Services Manager
I am dedicated to helping individuals and families navigate the financial landscape with clarity and confidence as they work toward their long-term goals. I bring more than 30 years of experience in financial services, having held key roles at Morgan Stanley, UBS Financial Services, and DecisionPoint Financial.
My background spans client services and operations, including roles as a Senior Registered Client Services Associate, Branch Manager’s Assistant, and Director of Operations. This experience allows me to support clients and advisors with a thoughtful, detail-oriented approach and a strong commitment to service.
An Arizona native, I live in Gilbert with my two kitties Posey & Billie. I value time with my 2 adult children and 5 precious grandchildren and enjoy staying active through hiking, pickleball, the gym, and travel. I am fortunate to have a strong network of close girlfriends and travel partners, as well as a tight-knit work family that I value deeply.
Volunteering is important to me, and I am actively involved with my church and various humanitarian organizations.
A few experiences still on my bucket list include traveling to Italy, white water rafting, and hiking the Grand Canyon rim-to-rim.
Who We Serve
Our Clients Are Collaborators
Willing collaborators embrace challenges and opportunities with enthusiasm - even during times of transition - and are eager to craft a prosperous and fulfilling financial journey. They want to partner with their financial advisor because they have a desire for personalized guidance and support. Willing collaborators love having an advisor who recognizes their uniqueness and shares in their aspirations. Ambitious and inquisitive by nature, they possess ample resources and are adept at navigating complexity.
Ideal Client Attributes:
- Affluent, driven professionals or retirees
- Values transparency, collaboration, and proactive advice
- Navigating transitions: retirement, liquidity events, business exits, etc.
- Wants strategy, not sales
Interested if we're a fit? Let's find out.