Simplified Financial Advice.
Meet Vincent
Vincent provides both operations and technical support in his role as our Client Service Manager. He is consistently willing to offer assistance in any way possible to our team and clients.
He attended University of Missouri – Kansas City and graduated with a degree in Foreign Politics and a minor in Spanish. Before joining our team, Vincent worked a variety of jobs, building up his impressive history of customer service experience.
A former little league football coach, Vincent has spent the last decade playing and administrating a free-to-play men’s baseball league/team. He also stays active with Frisbee golf throughout the summer. He enjoys socializing with family and friends and hopes to eventually return to coaching football.
Favorite food:
Mexican food
Best piece of financial advice I received:
Budget
Favorite quote:
“Learn something every day”
If I could meet anyone, past or present, it would be:
Volodymyr Zelenskyy
Hidden talent:
Foosball
Favorite book:
Fantastic Mr. Fox
Favorite movie or TV show:
The Lord of the Rings
What motivates me:
Competition
Favorite holiday:
4th of July
Something on my bucket list:
Ride in a Helicopter
Place I’d most like to visit:
New Zealand
My biggest accomplishment:
Hopefully the CFP®
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