Our team

Experienced Professionals.

Personal Relationships.

Independent Advice.

The security of a national firm partner for compliance and technology.

Patrick Huey

Owner | Principal Advisor

Patrick is a small-business owner and the author of three books on history and finance, as well as a recently released fictional work. As owner of Victory Independent Planning, Patrick works with individuals, families and non-profit organizations.

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a bachelor’s degree in history from the University of Pittsburgh, and a Master of Business Administration from Arizona State University.

Patrick served as a naval flight officer from 1996 to 2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. In his spare time, you can find him on the golf course, the tennis court, volunteering with Marco Island’s Our Daily Bread Food Pantry and occasionally acting there at the Arts Center Theatre.

Professional credentials

Dixie Huey

Client Concierge | Operations Manager

Dixie L. Huey
Dixie L. Huey

Dixie helped her husband found Victory Independent Planning in 2016 and oversees marketing and client service. She has a Master of Business Administration in finance and draws on prior experience from 20 years in the fine wine industry followed by five in health care. Dixie has also spent more than 30 years as a fitness coach and is the author and host of The Nourishment Mindset book and podcast. She is also a foodie and Francophile, taking regular private lessons to maintain her fluency.

Jason Cole

Client Concierge Associate

For more than 20 years, Jason has been an operations partner and relationship manager to advisors and clients across a broad spectrum of the financial services industry. He has also done humanitarian work around the globe, training and accompanying small teams performing short-term assignments. In his spare time, Jason enjoys spending time with family and friends, photography, and urban exploration combining three of his greatest passions: travel, food and music

Dynamic Advisor Solutions

You’ll always get the warm, personalized service you expect from a “mom and pop” advisor at VIP—but behind the scenes, you’re fully supported by the powerful team at Dynamic Advisor Solutions. Dynamic brings deep expertise across complementary areas of financial services including investment research, compliance, and technology. Which means you benefit from their nationally recognized resources while we stay focused on you. Their experienced professionals handle the administrative details, giving us more time to know your story, answer your questions, and help you reach your goals. With Dynamic as our trusted back office partner, you get the best of both worlds: a close, caring relationship with an advisor who’s always in your corner, and the security and strength of an award-winning national firm watching your back every step of the way.

what is a CFP® professional?

A Certified Financial Planner (CFP) is a professional who has earned one of the highest credentials in financial planning, awarded by the Certified Financial Planner Board of Standards. CFPs are experienced in areas like retirement, investments, tax strategies, insurance, and estate planning. To become a CFP, advisors must pass rigorous exams, meet real-world experience requirements, and commit to ongoing education. Most importantly, CFPs are bound by a strict fiduciary duty—meaning they are legally and ethically required to put your best interests first, not theirs. Whether you’re planning for retirement, saving for college, or just organizing your finances, working with a CFP gives you guidance you can trust, backed by years of training and a promise to always act in your best interest.

WHAT IS A CAP®?

A Chartered Advisor in Philanthropy (CAP®) is a highly trained professional who specializes in helping individuals, families, and organizations create effective strategies for charitable giving. Advisors with the CAP designation work closely with clients to ensure their philanthropic goals are thoughtfully integrated into their overall financial and estate plans—helping make a lasting impact in the causes they care about most. Earning the CAP requires rigorous coursework in charitable planning, expertise in estate and nonprofit management, and a strong commitment to ethical standards and continuing education. Whether you’re considering a family foundation, endowment, or planned gift, a CAP can guide you through all your options, helping you clarify your vision for giving, structure your gifts for maximum impact, and leave a meaningful legacy for future generations.

Accredited Tax Preparer

WHAT IS AN ATP?

An Accredited Tax Preparer (ATP) is a credentialed tax professional recognized for having advanced knowledge of the current tax code and expertise in preparing individual tax returns. Awarded by the Accreditation Council for Accountancy and Taxation (ACAT), the ATP designation requires passing a rigorous national exam focused on Form 1040 issues, self-employment returns, and tax ethics. ATPs are held to ongoing continuing education standards, ensuring their skills stay sharp and up to date with the latest IRS rules. Choosing an ATP means working with a dedicated tax preparer who has proven their abilities to handle complex tax situations and help clients maximize deductions and reduce their overall tax liability.

Frequently asked questions

  • As a fiduciary financial advisor and Certified Financial Planning PractitionerTM, my approach is client-centric and relationship-driven. We believe in comprehensive wealth management—helping you align your financial goals, values, and lifestyle through every stage of life. Rather than just picking investments, our process starts with discovery: we take time to understand what matters to you, then build a personalized retirement planning and investment strategy that grows and adapts with you. We see ourselves as a true partner in your financial life, committed to transparency, education, and always acting in your best interest.

  • Yes, I am proud to serve as an independent financial advisor through Dynamic Wealth Advisors, an independent Registered Investment Advisor. What does this mean for you? Freedom from corporate sales quotas or product restrictions. Our independence ensures that we can seek out the best-of-breed investment products, financial planning strategies, and retirement solutions—wherever they may be found—to help you achieve your unique goals.

  • Our investment process is both disciplined and tailored to you. We begin by mapping out your entire financial picture—reviewing your goals, risk comfort, time horizon, cash flow, and tax situation. With that foundation, we build a diversified portfolio aligned with your "glidepath": your personal journey to and through retirement. We monitor your investments regularly, rebalancing as needed for performance, risk management, and changes in your life. Everything is tracked in the context of your broader financial plan, not just in isolation.

  • Our dedication to comprehensive financial planning and looking at the "big picture"—not just investment returns.

    Our focus on personal growth and quality of life; for us, money is the means to support the life you want, not just an end goal.

    Our unique annual review of 13 key wealth management issues, from estate planning to tax strategies, risk management, and charitable giving, so you’re protected from surprises.

    We’re passionate about creating meaningful impact with clients who value stewardship, integrity, and forward-thinking advice.

  • Every aspect that matters to you, matters to us.

    Our team is here to help with investment management, retirement income planning, tax strategy, cash flow optimization, legacy and estate planning, charitable giving, education funding, risk management, and big life transitions. Our goal is to build an actionable plan that brings all the pieces of your financial life into harmony.

  • Yes. As part of a holistic approach, we collaborate with a trusted network of CPAs, estate planning attorneys, insurance specialists, and other vetted professionals. If a specialized issue arises, we’ll help coordinate with the right expert—always with your permission and without sharing or receiving referral fees. True comprehensive wealth management requires a team approach, and we’re committed to seamless, client-centered coordination.

  • Our promise is high-touch, highly responsive service. You can count on us to answer your questions and provide guidance as needed, without billing you for every interaction. The vast majority of client communication—phone calls, emails, virtual or in-person meetings—is included in your ongoing advisory fee. If something falls outside our typical services, we’ll be upfront about any potential additional cost, but for most clients, ongoing access and support is simply part of the partnership.

  • We tailor communication to your preferences and needs. Most clients prefer 2–4 formal reviews annually, while some opt for more frequent touchpoints or quick check-ins at key life or market moments. At a minimum, we meet at least once per year to ensure your plan stays on track. Our proactive outreach, regular investment reviews, client education, and email updates keep you informed at every step.

  • We use a transparent, hybrid compensation model. Most clients are billed as a percentage of assets under management (AUM), ensuring our incentives are aligned with your success. If a commission-based solution is in your best interest for a specific product, we’ll explain all pros/cons and disclose costs clearly before moving forward. No hidden fees, and no surprises—just open, fiduciary financial advice designed for your circumstances.

  • Our optimal client relationship starts with $500,000 of investable assets, which allows us to deliver the highest level of personalized wealth management. If you’re not there yet, reach out anyway—we believe everyone deserves strong financial planning advice. We can discuss “plan-only” engagements or connect you with a trusted colleague who can meet your needs. Our mission is to help as many people as possible put a secure financial glidepath in place for the future.

    Ready to build a partnership with a fiduciary, independent advisor focused on your whole life—not just your investments? Reach out today, and let’s see how clarity, confidence, and genuine stewardship can transform your financial journey.

Ready to Secure Your Financial Future?

Schedule a complimentary VIP consultation to discuss how our comprehensive services can help you achieve your financial goals with confidence and peace of mind.

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