to create a standard in the financial services industry by focusing on high-quality client service, and knowledgeable advice, while providing simple, easy-to-understand plans to help our clients pursue their financial goals and enjoy life to the fullest.
Click on each Profile to learn more about their role at the StoneBridge Group.
About the Financial AdvisorVince joined the Stonebridge Group in 2017 as an Advisor Support Specialist, in 2022 he became a CERTIFIED FINANCIAL PLANNER™ and today he serves as a Financial Advisor.
As a Financial Advisor, Vince enjoys sitting down with clients to really find out what they hope to accomplish with their money. As he mentions, “Money is not the end goal, but a tool used to help you accomplish your life goals”.
By focusing on young professionals, he has found they have a unique financial story compared to their parents. For instance, larger student loan debt, higher housing prices, and delaying starting families to name a few.
To Vince, nothing is better than the ability to help young professional clients navigate these challenges as they work and save their way toward financial independence
Vince also focuses on helping business owners and solopreneurs set up and manage their employer-sponsored retirement plans, especially 401(K)s.
The Stonebridge Group focuses on serving young professional business owners and solopreneurs as well as individuals transitioning into retirement.
Vince enjoys every chance he can to play 18 holes on the golf course. Besides golfing, Vince also enjoys water skiing, playing tennis, mountain biking, and spending time with his Fiancée Sadie.
