My Qualifications

In providing strategies related to insurance, investments, business, and estate planning strategies, Vince's strengths are his knowledge, values and commitment to his clients. Vince’s career began with his service as an officer in the U.S. Air Force.  Subsequently, he earned an MBA from the University of Virginia’s Darden School and pursued post-MBA finance studies at NYU’s Stern School. He received the professional designations of Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College. Additionally, he actively participates in on-going professional education to enable him to provide his clients the most current advice.

Professionally, Vince’s prior business associations include: Ernst & Young, Moody’s Investors Service and Dun & Bradstreet Credit Services.  As a result of these associations and experiences, Vince has developed broad based and diverse financial analytical abilities aimed at increasing profitability.

Vince’s mission is to share with his clients his analytical abilities and business acumen to develop cost effective strategies utilizing diverse financial instruments.  Tantamount to Vince’s business approach to insurance strategies is a set of values that recognize the importance of personal relations and a commitment to helping people.