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Vince is a Certified Financial Planner who has been working in financial services since 2001. After graduating from Lehigh University, he worked in the hedge fund industry for 11 years, before starting his financial planning practice in 2012.  Vince enjoys working with families, individuals and small business’ around their financial planning and wealth management goals.  Vince specializes in working with his clients on tax efficient accumulation and distribution strategies.        

Vince is originally from the Washington DC area, moving to New Jersey in 2001.  He is currently married to his wife Michele and they have 2 sons, Justin & Jason.  Vince enjoys spending time with his family, playing golf and playing his drums.  He also enjoys spending time up at the family’s lake house in the Adirondack mountains in upstate New York and loves attending sporting events.      

 

 
Photo of Director of Operations and Client Service Stacie Kennedy

Stacie Kennedy

Director of Operations and Client Service

Photo of Associate Wealth Management Advisor Thomas James Howe

Thomas James Howe

CFP®

Associate Wealth Management Advisor