As a Wealth Advisor and Financial Planner, Vince utilizes advanced financial planning tools to evaluate clients’ portfolios and develop customized retirement strategies.
A key member of our team, Vince is dedicated to guiding clients through the Sterling R.I.G.H.T. Retirement Plan process. He ensures each plan is thoughtfully designed to reflect individual goals and structured to work effectively throughout retirement. From mapping out a personalized strategy to implementing tailored investment solutions, Vince’s strong attention to detail and genuine care for clients lay the groundwork for a successful retirement plan. By listening carefully and customizing each step, he helps clients feel confident and supported as they move into retirement.
Originally from Ohio, Vince moved to Florida in February 2024. Prior to joining our team, he spent three years with Nationwide Financial, supporting advisors in the high-net-worth market. Vince holds the Associate, Life and Health Claims (ALHC) designation and is an Enrolled Agent with the IRS, enabling him to assist clients with sophisticated tax planning strategies. He earned his bachelor’s degree in business administration and economics from The Ohio State University’s Fisher College of Business.
Outside the office, Vince enjoys the active lifestyle Florida offers and especially appreciates the year-round access to outdoor sports, most notably golf.