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.