Experience, expertise, and relationships.
With many years in business, Vimvest brings a wealth of experience and expertise to manage your wealth. That experience and expertise translate to an entire team working daily to manage your financial growth and protect your assets. At the same time, our white-glove service continues to create and nourish lifelong client relationships.
Years in Business
BBB Rating
Clients
Assets Managed
Meet the Team
Justin Bailey
CTO
Justin is the CTO of Vimvest. His experience ranges from technology product design to marketing to business development. He works to expand the technology and brand reach of the company.
Stephen McLeod
NATIONAL SALES DIRECTOR
Stephen's 20+ years of experience with Registered Investment Advisors allows him to help advisors simplify, amplify, and solidify their business through Vimvest's technology.
Sara Humphrey
EVENTS MANAGER
Sara is responsible for keeping in touch with current and future clients of Vimvest. She plans informational events on a variety of topics. Contact Sara to attend an event.
Shelly Fackler
FINANCIAL REPRESENTATIVE
Shelly helps facilitate the discovery of useful and available wealth management options. She specializes in helping inform people about new and exciting products from the company.
Heather Duquette
INVESTMENT SERVICES
Heather assists Advisors and clients of Vimvest with account creation, asset transfers, transactions, and other services.
Suzanne Gargulio
BOOK KEEPER
Sue takes a warm yet detailed approach in helping to keep the books for Vimvest. She is an important part of day-to-day organization for the company.
Lindsey Shamma
FRONT DESK COORDINATOR
Lindsey provides the clients with a warm & friendly greeting at the office. She also assists the Administrative Managers with many clerical duties.
Olimpia Smith
EXPERIENCE COORDINATOR
Olimpia helps to schedule, prepare for, and manage the client experience at Vimvest. She also helps in the creative department.
Have a question?
If you have a question, please contact us and we will be happy to answer.
IS VIMVEST ADVISORS A FIDUCIARY?
Yes. In case fiduciary is a newer term for you, it refers to a type of financial advisor who is responsible for managing the assets of another person, or of a group of people. Not all financial advisors are fiduciary advisors, and if one isn't a fiduciary, they are not required by law to work in good faith.
WHAT ARE ANNUITIES, AND HOW DO THEY WORK?
Simply defined, an annuity is a financial mechanism that provides a fixed stream of income during retirement. They are a great place for money you need to keep "safe". Vimvest Advisors only offers a specific form of fixed annuities. Contact us to learn more about annuities and if an annuity would be right for your situation.
How do fees work with VIMVEST ADVISORS?
At Vimvest Advisors, we work to align our incentives with yours. This can be applied in slightly different ways depending on the situation. Contact us to learn more about fees and how they would apply to your situation.
HOW WILL YOU INVEST MY MONEY?
Our three core values drive how your money will be invested if you were to join Vimvest Advisors. First, we believe in markets. This means globally diversified portfolios rather than guessing on pockets of short-term trends. Second, we believe in efficient risk. This means risk and reward are balanced – rather than taking a ton of risk for a little reward. Third, we believe in lifetime income. Applied specifically, this means evaluating your situation, discovering a minimum lifetime income goal, and ensuring your wealth is preserved while taking advantage of the market where possible.
Contact us to learn more about all of our wealth management offerings, or to attend an educational event.
Start Learning with us today.
