^{Who We Are}About Us

Vince brings over 30 years of experience to his role as a financial advisor. His mission is to educate and coach clients on how they can make a difference in their financial lives. His strategic financial process empowers clients to make informed, well-coordinated and educated decisions with a goal to provide for maximum wealth accumulation and protection.

Vince received his undergraduate degree from Miami University of Ohio and the CLU designation from The American College in Bryn Mawr, Pa. Vince combines his extensive education and personal experience to create a comprehensive strategy that educates, guides, and facilitates a high-value game plan for his clients. His ability to simplify and explain complex financial and estate planning strategies makes him an invaluable advisor to the people he works with.

Currently, Vince lives in West Chester with his wife Darla and their dog. His passion, when not helping clients with their money, is woodworking. He gives back to his community by volunteering and is very active in his church.

As a business owner, CFO, or C-suite executive, you face growing repurchase obligations as your Employee Stock Ownership Plan (ESOP) matures—and if left unaddressed, they can strain cash flow and stall your company’s momentum. I help you manage these obligations with tailored funding strategies that align with your ownership structure and future growth goals—so you can stay ahead of liquidity risks and focus on building long-term value.

Working closely with your leadership team, I bring clarity and foresight to every financial decision. Together, we ensure your company is positioned to handle repurchase demands without sacrificing innovation, strategic investments, or your ability to attract and retain key talent.