Vince has worked in the Financial Services industry since 1994 as a Wealth Advisor. In 1998, Vince successfully passed his Series 7 & Series 66 exams; and holds his Life and Disability Insurance license.
He graduated from the University of California, Davis in 1997 and spent the majority of his married life in Northern California before moving his wife and three children to Gilbert, Arizona in 2016. With over 25 years of industry experience, Vince has been recognized for his leadership and mentorship, while establishing long lasting client relationships being the core of his success. Among the many areas of expertise that Vince possesses, most clients benefit from pursuing financial goals in areas such as:
- Estate Planning
- Retirement Planning
- College Funding
- Insurance including Long-Term Care
- Investment Planning
- Professional Money Management
- Asset Allocation
- Executive Planning
In his free time, Vince is involved in the community by volunteering as the Head Baseball Coach at Valley Christian High School in Chandler, Arizona where his 3 children attended and graduated. He recently led and organized a humanitarian mission trip to the Dominican Republic where his team helped to provide clothing, medicine, and supplies. His wife, Allison, has been a Neonatal Registered Nurse for the past 25 years at Stanford Children’s Hospital in Palo Alto, California. Together, Vince and Allison enjoy attending sporting events, music festivals, and traveling with their children.