Vincent was born and raised in Milwaukee. He graduated from the University of Wisconsin-Milwaukee where he studied Political Science with an emphasis on Law Studies. During his time at UW-Milwaukee, he was a Lawton Scholar Student Success Advocate, and a founding father of the Tau-Tau chapter of the Kappa Sigma Fraternity. While in the fraternity he held the social, fundraising, and philanthropy chair positions. Vincent holds his Series 7 and 66 licenses which makes him a fully licensed representative and has also obtained his Certified Plan Fiduciary Advisor (CPFA®) credential.
Vincent has been in the finance industry since 2013, and has worked in different banking environments, from regional, to national and even global banks. Vincent is excited to come to work each day, forging meaningful relationships and partnerships with clients that make a positive impact on their lives. He believes that a great financial advisor does more than help clients achieve their financial goals—it’s about genuinely caring for their overall well-being. Vincent works alongside his clients as a true partner, always in their corner, building trust and understanding their unique life circumstances to provide guidance tailored to their personal and financial needs. Driven to help clients succeed while offering peace of mind during retirement, he focuses on strategies that balance the numbers with empathy and long-term relationships. His passion for a holistic approach to wealth planning ensures that his clients’ financial strategies are sustainable and adaptable to change. Through regular progress reviews and adjustments, Vincent consistently delivers results that empower his clients to achieve both their short-term objectives and long-term aspirations.
In his free time, he enjoys attending and watching sports games, traveling to try new restaurants, and explores his creative side cooking in the kitchen. Vincent competed to be on the show Master Chef, hosted by world renowned chef Gordon Ramsay in 2019. As a result, he made it to be one of the top home cooks in Chicago and competed on a national scale.