OUR TEAM

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Prior to establishing Freedom Value Partners in May 2022, Vicki served as Senior Vice President and the Head of Fundamental Strategies for Tower Wealth Managers, a registered investment advisory firm of Country Club Trust Company.  Vicki served as a member of the Board of Directors of Tower Wealth Managers for over eight years.  

Vicki has over 43 years of experience in fundamental equity analysis and portfolio management.  Her experience spans domestic and international equity markets.  Prior to joining Tower Wealth Managers nearly fifteen years ago, she served as a Senior Portfolio Manager at Wells Fargo where she was the co-manager of the Wells Fargo Disciplined Core Equity Model utilized across the company’s footprint.  In addition, Vicki developed an International Equity Model for which she served as team leader.  Prior to Wells Fargo, Vicki co-managed the Great Plains International Equity Fund (acquired by Wells Fargo), served as the Chair of the Equity Team at First National Bank of Omaha for a decade, and was with Kirkpatrick, Pettis, Smith, Polian, Inc., a regional brokerage firm, for 10 years where she ultimately held the position of Director of Equity Research.      

Vicki graduated with a B.S. in Business Administration from the University of Nebraska-Lincoln with distinction. She earned her MBA from the University of Nebraska-Omaha.  Vicki holds the Chartered Financial Analyst (CFA) designation. She is a member and past President and Board Member of the Nebraska Society of Financial Analysts and is a member of the Kansas City Society of Financial Analysts 

Prior to establishing Freedom Value Partners in May 2022, Billie served as Senior Vice President and Portfolio Manager for Tower Wealth Managers, registered investment advisory firm of Country Club Trust Company since 2011.  Billie led the Asset Allocation Committee of Tower Wealth Managers for over eight years.  The Asset Allocation Committee was responsible for setting strategic and tactical asset allocation guidelines across the firm. 

Billie has over 23 years of investment management experience.  Prior to joining Tower Wealth Managers in 2011, Billie served as Vice President and Portfolio Manager at Kornitzer Capital Management and its affiliated Great Plains Trust Company for over three years.  She focused on constructing customized equity and fixed income portfolios for high-net-worth private clients.  Her professional experience includes nearly ten years as a portfolio manager with UMB Bank’s Investment and Wealth Management Department.  Billie was a member of the team responsible for managing the Equity Income Model, used across the firm. She also served on the Asset Allocation Committee, responsible for setting asset allocation guidance across the firm. 

Billie graduated with a B.S. in Business Administration, with an emphasis in Finance and International Business from the University of Kansas.  Billie holds the Chartered Financial Analyst (CFA) designation.  She has been a member of the Kansas City Society of Financial Analysts since 2001.