Early in his career, Vince worked as a Bank Branch Manager in West Chester, PA. There he was promoted to Bank Officer after 7 short months. Vince’s desire to make a difference in people’s lives financially brought him to MassMutual Greater Philadelphia. In his first year with the firm, he was recognized as Rookie of The Year. Since then, he has qualified for MassMutual Leaders Club, Fast Pace Award, and Rising Leaders honors. Vince is very committed to both personal and professional development, from earning the rank of Eagle Scout in his teens, to currently holding such professional designations as Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Family Business Specialist (CFBS) and Chartered Special Needs Consultant (ChSNC™).
Vince is a financial planner with a very timely message: teaching parents how to pay for college for their kids without sacrificing their own retirement savings. His strategies are especially relevant these days, as past recessions have cut into families’ financial reserves – their home values, their retirement nest egg and their college savings – while college costs only continue to rise. He focuses on legal strategies for qualifying for more financial aid, and leveraging assets in order to make your money work more efficiently and effectively – in the end reducing the total cost of attendance.
In addition to advising families on college financial planning, Vince provides financial guidance to families caring for a loved one with special needs. He helps families navigate through the difficult process of accessing resources and valuable government benefits for their children, working holistically with accountants, lawyers, social workers — even health care providers — to provide solutions that may be right for each families’ unique needs.
Vince was born in Plymouth Meeting, PA, and now lives in Garnet Valley, PA, and Lewes, DE. He enjoys spending time with his wife Jessica, and their two boys Jeremy & Jake, who attend Temple Dental School & Widener University. His passions include family, friends, church, volunteering for St. Joseph Villa & the Boy Scouts of America as an Eagle Scout, the DE beaches, guitar, and international travel.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care