Regional Planning Specialist
Vince has worked in financial services since 2009, after graduating from Valparaiso University. He acts as a business development consultant who assists financial advisors with financial solutions for their clients. He supervises and mentors 200 advisors, helping them create a strategy for growth with practice management training, product education and sales support. Vince has his Series 7, 66, and 66 securities registrations and also achieved his CFP® certification in 2015. Vince is originally from the Chicagoland area, so he loves his Chicago sports teams and he likes to stay active by playing a variety of different sports.