As a Partner with WestPoint Financial Group, Vince’s vision has always been to help clients by taking a holistic approach to financial planning.
Vince became interested in financial planning as a child. His parents had high regards for their family financial planner, and ultimately encouraged Vince to pursue his passion for the industry. He went on to graduate from Carthage College (‘09) with a double major in Finance & Business Administration, minoring in Economics. Vince started his financial planning career as an intern with Northwestern Mutual. That year, he became the Intern Advisor of the Year and has built on that success throughout his career.
Before being with WestPoint Financial Group, Vince was a Managing Associate at Hoopis Group since 2015, rising to the position of Vice President in 2016, before starting Holistic Capital Management at the end of 2018. Vince holds the designation of Accredited Investment Fiduciary (AIF), member of the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriters (AALU), and holds the following FINRA licenses: Series 6, Series 7, Series 63, and Series 65.
He and his wife Sarah reside in Chicago, IL and are active partners within their church and various ministries throughout the city. They strive to fulfill the mission of transforming lives, renewing the city of Chicago, and impacting the World. Outside of his family, faith, friends, and charitable involvement, Vince’s two biggest hobbies are golfing and hunting.