Our Team
Jeffrey P. Vincent, MBA, CFP
Owner/ LPL Investment Advisor Representative
University of Wyoming Business Management
Regis College, Denver-MBA/Finance
FINRA Series 7 General Securities Representative
FINRA Series 24 General Securities Principal
FINRA Series 31 Futures Managed Funds
FINRA Series 63 State Blue Sky Law
Life Insurance Licenses
Variable Contract Licenses
Jeff has been a Registered Representative for 30 years, owning and operating Vincent Financial Services since 1991. As a Certified Finanacial Planner, he specializes in wealth management and financial advisement including retirement and estate planning. Jeff is registered and holds the above securities registrations through LPL Financial, a registered Broker/Dealer.
Robert M. Olson
LPL Investment Advisor Representative
University of Wyoming BS/Finance
FINRA Series 7 General Securities Representative
FINRA Series 63 State Blue Sky Law
Life Insurance Licenses
Variable Contracts Licenses
Notary Public
Rob has been affiliated with Vincent Financial Services and LPL Financial, as a Registered Representative for over 25 years. While focusing on individual investors, Rob also assists employers with Qualified Employer Sponsored Retirement Plans as well as plans for not-for-profit organizations. Rob is registered with, and holds the above securities registrations through LPL Financial, a registered Broker/Dealer.
Kathy Schilling
LPL Registered Administrative Associate
FINRA Series 7 General Securities*
FINRA Series 63 State Blue Sky Law*
Notary Public
*Registrations held through LPL Financial
Kathy is Jeff's primary assistant doing trade processing, transaction processing, and account information requests. She specializes in retirement rollovers and contributions. She has been with Vincent Financial Services since 1994.
Kathryn L. Stover
LPL Registered Administrative Associate
FINRA Series 6 General Securities*
FINRA Series 63 State Blue Sky Law*
Life Insurance License in Wyoming
Health Insurance License in Wyoming
Notary Public
*Registrations held through LPL Financial
Kathryn assists Jeff with transaction processing and account information requests. She specializes in insurance, RMD's and assistance in facilitating estate transactions. Kathryn Stover is in our Riverton office Monday - Wednesday and has been with Vincent Financial Services since 1993.
Beth Johnson
Customer Service/ Administrative Assistant
Notary Public
Beth assists Jeff with compliance, bookkeeping, account information requests and transaction processing. She has been with Vincent Financial Services since 2008.