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Who We Are

Petix & Botte Financial

Our mission is to develop a trusting, long-term relationship with you as we assist you in making smart financial decisions.

Paul Botte, CFP®, Financial Planner

Paul Botte, CFP® is a Financial Planner who takes a holistic approach to helping individuals with financial planning.

Vickie Petix, CFP®, EA, Financial Planner

Vickie Petix, CFP®, EA offers independent, objective advice to her clients. She strives to help her clients achieve their unique definitions of financial well-being.