Vince Annable, CRPC®, is the CEO and founder of VFO Advisory Group, Wealth Strategies Advisory Group and creator of The Household Endowment Model®. His experience in the financial services industry spans nearly 40 years. Throughout his career, Vince has worked with select individuals, families and business owners with the ultimate goal of achieving what is most important to them by helping them optimize their financial world. His guidance aligns clients’ financial resources with their values, interests, and objectives in an effort to facilitate good decision-making. Vince and his team of financial professionals provide in-depth elite wealth management specializing in strategic tax planning and tax mitigation solutions, asset management and protection, estate planning, insurance, retirement planning and multiple philanthropic and lifestyle management strategies. Vince has been married for over 40 years and has raised 5 wonderful children, with four working with him to build what has become a true family business.
Robert commits 18 years of financial industry experience to develop wealth planning strategies designed to meet the unique needs and aspirations of his clients. His depth of knowledge in the area of alternative investments and passion for delivering creative solutions and value is the energy that drives the outside-the-box thinking of Wealth Strategies Advisory Group. In the community, Robert is very active in service to others, donating much of his time to a number of civic and faith-based groups. He was honored by The Leukemia and Lymphoma Society of Arizona as “Man of the Year” in 2017.
Originally from New York, Andrew’s Wall Street exposure and background as a competitive athlete have helped him develop a focused, disciplined approach to wealth management. Through the use of The Household Endowment Model® and other creative strategic solutions, he helps each of his clients pursue their financial goals through ever-changing market conditions. Andrew’s service-oriented philosophy and proactive nature ensure that his clients understand the best course of action for each and every situation.
Amy has built a solid reputation of excellence among her clients and colleagues as an investment professional. As a native resident of Las Vegas, she has a diverse background in real estate and experience in economic fluctuation. She emphasizes the importance of alternative investments and utilizes “The Household Endowment Model®” to help her clients in achieving their goals. Amy currently holds Series 7 and 63 securities registrations.
JT leads our marketing division as well as our insurance department. Whether it’s creating informative content for our website, managing our social media outreach, or developing personalized insurance strategies, he’s thoroughly engaged in ways to enrich our relationships with our clients. JT enjoys implementing the multiple uses life insurance has for his clients that go well beyond estate planning. He believes that a foundation of understanding and a strong relationship with each of our clients enables us to provide the best possible outcomes for their dreams & goals for the rest of their lives.
In his spare time, JT enjoys being involved in his community or spending time with his golden doodle, Ruger because, as he believes, seeking growth in every area of life opens vast opportunities to improve oneself and others.
Aaron dedicates 20 years of customer service expertise to every one of our clients . Formerly a Credit Manager with Wells Fargo Financial in Longmont, CO, he is in charge of all client communication here at Wealth Strategies Advisory Group, where he handles a variety of client requests from simple to complex transactions. Aaron is Series 7 and 63 licensed, as well as a licensed producer for Life and Health Insurance.
Lauren began her career in finance at the age of 17, working for World Savings Bank & Loan in San Antonio, Texas, quickly moving through the ranks to a front-line manager by twenty in the back office mortgage department. Surviving two bank mergers and the mortgage meltdown in 2008, she became the sole operations analyst for the Wells Fargo Bank Bankruptcy. Lauren departed Wells Fargo after eleven years in 2014 to relocate to Scottsdale, Arizona and join the WSAG team.
Katelyn contributes seven years of business communications experience from a recruiting and sales background and now supports the VFO Advisory Group team as an Operations Assistant. After a couple of years working in Las Vegas, NV she returned to Arizona in 2020 and joined the VFO/Wealth Strategies team. With her passion for effective communication and her background in sales, she is able to support a variety of internal business requests in order to ensure the team operates at its highest level.
Jeff began his media career in 1990 as the news director for a small AM/FM radio station combo in Bullhead City, AZ. From there, he enjoyed working his way through the industry, both behind the mic and behind the scenes with managerial oversight for broadcast production and station group operations. Jeff combines his knowledge of traditional and digital media strategies and tactics to elevate awareness of our objective to help affluent individuals and families reach their goals and enjoy the lifestyle they deserve.
Aubrey advises the firm on matters of client relations and retention while leading the effort to build and maintain operational standards of the highest level. Her experience in brand development and awareness help to develop digital marketing strategies to reach those individuals who may find our elite-level of services appropriate for their unique wealth management requirements.