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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Vincent Waln

Financial Advisor

(513) 755-8666

(513) 755-9564

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 verifiable, well-coordinated and educated decisions 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.