About Us

Vincent is an accomplished financial professional with a strong foundation in accounting and a passion for helping others achieve financial clarity. He earned his Bachelor of Science in Accounting from Siena College, followed by a Master of Science in Accounting from SUNY Polytechnic Institute. Vincent began his career in New York City, working as a corporate accountant where he developed a deep understanding of financial reporting, budgeting, and internal controls within fast-paced business environments.

After gaining valuable experience in the corporate world, Vincent transitioned into public accounting. Over the next three years, he provided audit, review, compilation, and tax services to a diverse client base. Most recently, Vincent spent four years working in a family office in Albany, New York, where he managed financial affairs and strategic planning for high net worth individuals, further expanding his skill set in personal finance, investment coordination, and estate planning.

Beyond his professional accomplishments, Vincent is an avid outdoorsman who finds balance in nature. He enjoys hiking, cycling, fishing, and snowboarding. A lifelong baseball enthusiast, he also dedicates time to coaching and umpiring youth baseball, sharing his love for the game and fostering leadership in young athletes. Vincent brings the same energy, focus, and teamwork from his hobbies into every aspect of his work as a controller.