Vincent Financial Services

CONNECT

Address:

Riverton Office:
308 East Main St
Riverton, WY 82501
Phone: (307) 856-9788
Fax: (307) 856-1322
 
Lander Office:
685 Main St. Suite A
Lander, WY 82520
Phone: (307) 332-3093
Fax: (307) 332-3449
 

Phone:

308 East Main St,Riverton, WY 82501,Phone: (307) 856-9788

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 Services, 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

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

 

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. 

 

 

 

 

Amy Vinich 

Customer Service/Administrative Assistant

Amy assists Rob with client reception, account information requests and transaction processing. She is in the Riverton office Tuesday - Friday and has been with Vincent Financial Services since 2000. 

 

 

 

 

 

 

 

 

 

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. 

 

 

 

 

 

 

 

 

 

 

Tina Hopkins

Customer Service/ Administrative Assistant

Tina assists Rob with account information requests, transaction processing and client reception. She is in the Riverton office Monday, Wednesday, Friday and is in the Lander office Tuesday and Thursday. Tina has been with Vincent Financial Services since 2015.

 

 

 

 

 

 

 

Alanna Roberts

Customer Service/ Administrative Assistant

FINRA Series 6 General Securites
Notary Public
 

Alanna has been with Vincent Financial Services since 2015. She assists the office with client reception.