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:


Favorite quote:

“Learn something every day”

If I could meet anyone, past or present, it would be:

Volodymyr Zelenskyy

Hidden talent:


Favorite book:

Fantastic Mr. Fox

Favorite movie or TV show:

The Lord of the Rings

What motivates me:


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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