A true “go-getter,” Vinny joined the team in August 2024 with experience in banking and country club operations that aligns seamlessly with our client-first approach. Warm, approachable, and genuinely caring, Vinny is always willing to jump in and guide clients toward the right solution. His energy, initiative, and positive attitude quickly made him a trusted support to both clients and the advisory team.
Outside the office, Vinny enjoys spending time with friends, family, and his dog, Max. A passionate hockey player and high school coach, he brings the same teamwork, drive, and willingness to step up in his personal life that he brings to work—always ready to help and make an impact.