Vincent Financial Group

CONNECT

Address:

14205 Highway 92 Suite 104
Woodstock, GA 30188

Phone:

770-485-1876

Fax/Other:

770-234-5758

Our Team

Team Leader

Aaron M. Vincent, President, Financial Advisor. Aaron’s approach to financial management differs from financial professionals who focus on products or those who have limited areas of experience. Aaron takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all financial needs. His purpose is to bring financial order to the increasingly time-strapped lives of the clients he serves. Aaron earned a Bachelor’s degree and holds Series 7 and Series 66 securities registrations. He also holds life and health insurance licenses, and serves clients across the nation.

 

Investment Advisory Team*

Jim Wessels, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Personal Financial Specialist (PFS). Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications. As a former investment analyst, he covered several industries, including financial services, outsourcing, health care, energy and utility companies. Jim is also a retirement plan design expert who consults on all types of employer-sponsored plans. Jim earned his BBA, majoring in Accounting and MBA with a Finance emphasis from the University of Iowa.

Jared Sutton, Charted Financial Analyst (CFA), CFP®. Jared is an Investment Advisor Representative of Voya Financial Advisors focused on estate planning, tax strategies and investment planning. He has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He founded and later sold an Internet Service Provider, and he has worked as a business/field analyst and derivatives broker. Jared earned his undergraduate degree in Business and Computer Science from Indiana University-Bloomington, and he earned his MBA with an emphasis in Finance from the University of Iowa.

Matt Boehnke, Investment Advisor Representative. As an Investment Advisor Representative of Voya Financial Advisors, Matt works closely with the advisors and clients of Vincent Financial Group in the development, analysis and implementation of financial goal plans. Matt has an extensive background in securities, the broker/dealer and our financial analysisplanning program, MoneyGuidePro.

Jasen Dahm, CPA, CFA, Financial Analyst. Jasen is a Registered Representative of Voya Financial Advisors assisting the advisors of Vincent Financial Group with asset allocation and tax minimization strategies. He serves on our Investment Committee. He formerly served as a research analyst for a fund of hedge funds as well as a Senior Auditor for Deloitte and Touche. Jasen earned his BBA in Accounting and Finance as well as a Masters or Accountancy from the University of Iowa.

 

*Investment Advisory Team members are associates of Gremler Financial Group. Registered Representative of and Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc. (member SIPC)

Gremler Financial Group is not a subsidiary of nor controlled by Voya Financial Advisors.