300 South Wacker Drive Suite 2000
Chicago, IL 60606
Vince always takes a holistic approach to financial planning. He enjoys helping his clients see the big picture of their finances, and he helps them break it down piece by piece through personalized, attentive planning.
“Our mission is for our firm to provide premier wealth management for every family and business we work with. We want them to know and believe that we have the capabilities and follow-through to solve their most complex goals. The real benefit to them, however, is having that trusting relationship. This allows our clients to spend more of their time with the people they love, doing the things they enjoy.” Vince says.
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. He became the Intern Advisor of the Year in 2009 and has built on that success throughout his career. Before starting WestPoint Capital in 2020, Vince was a Managing Associate at Hoopis Group since 2015, rising to the position of Vice President in 2016.
Vince is an 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 investment licenses: Series 6, Series 7, Series 63, and Series 65. He and his wife Sarah and dog, Blue, reside in Chicago 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.
CA Insurance License # 0M95144
AR Insurance License #10167409
- Investment Strategies
- Insurance Strategies
- Business Owners
Check the background of this investment professional on FINRA’s BrokerCheckSee Vincent’s Licenses and Disclosures