Wealth Management Group of Scottsdale

Jim earned his Bachelor of Science degree in Finance from Arizona State University.  He also holds his NASD Series 3, 7, 8, 24, 63, and 65 licenses, as well as his annuity, life, and health insurance licenses.

During his spare time, Jim enjoys traveling, scuba diving, and spending time with his wife, their two adult children and two grandchildren.

Arizona Insurance License #0D96470

Joe currently holds his Series 7, 66, as well as multi-state life, health, and variable licenses.  He completed dual Bachelors of Science Degrees with Honors from both Northern Arizona University and The Netherlands Institute of Tourism and Transport Studies.  Among his many accomplishments, Joe was the recipient of the Presidential Scholarship, International Scholarship as well as a variety of additional awards and scholarships during his college career.  Chosen to speak at his college graduation, Joe is a well-received public orator and is often requested to speak at business luncheons, charitable functions, and educational seminars.

In his free time, Joe enjoys reading and writing as well as mountain biking, scuba-diving, and snowboarding.  Joe also volunteers his free time to many of Arizona’s most integral non-profit organizations.

Upon completing finance and economics courses at the International Institute in Madrid, Vince graduated with honors from the University of Wisconsin with a Bachelor of Science Degree in International Finance and a Minor in Spanish.  He later earned the Certified Investment Management Analyst (CIMA) designation from the Wharton Business School.

In 2006, The Winner’s Circle recognized Vince as a Top-Ranked Advisor in the U.S., for leadership, integrity and exceptional client service.  Vince is a lecturer at various forums regarding the investment process, modern portfolio theory, and investment management strategies.  He also teaches wealth management courses at Universities throughout the Southwest, providing high-net-worth investors with educational tools and practical savvy.

In his free time, Vince enjoys scuba diving, sailing, and traveling with his wife and two children.

Arizona Insurance License #0D96471