Patrick has built Vital Wealth to deliver tremendous value, understanding that your finances are complex and you’re busy. Vital Wealth redefines the planning experience by changing the outdated Wall Street model. Having been an entrepreneur for nearly 20 years, Patrick understands complicated finances and is most passionate about helping to get to the essence of what is most important to you so you can make life great.

Carey can handle all your complex financial concerns. She has been in the financial planning industry since 2014, having received her Bachelor of Science and Master of Science degrees in Personal Financial Planning from Texas Tech University. She is also a Certified Financial Planner™ professional. Carey finds great success in simplifying complex matters. While she likes the quantitative nature of financial planning, creating and nurturing authentic relationships with clients is where she finds joy.

Ryan has been serving high net worth executives and entrepreneurs for over ten years in the financial services industry.
Previously, he practiced as an attorney handling commercial litigation and insurance disputes. This gives him a unique perspective when working on complex matters for his clients.

Ryan holds the Certified Kingdom Advisor designation and enjoys helping clients bring meaning and purpose to their financial decision making.

Kevin is responsible for advising clients for whom he is the lead financial advisor. He also manages the operations and development of the firm and oversees investments. Committed to simplifying finances, he employs a blend of economics and psychology to guide clients though crucial financial decisions, emphasizing collaboration. With a Finance BBA from the University of Texas at Austin and a CFA designation, Kevin offers a rational and collaborative approach to navigating the complexities or investing.

Matt Pierce’s career launched during the 2007/2008 financial crisis, prioritizing sound portfolio construction and risk management. He is dedicated to creating resilient portfolios, grounded in practicality rather than theoretical speculation about macroeconomic scenarios. Matt also aims to unravel the complexities of finance, offering clarity on macroeconomics and investing.

With over a decade of experience in project and client management across various industries, Sheila transitioned into the financial services sector to pursue her passion for helping clients achieve financial peace of mind. At Vital Wealth, she specializes in client service while playing a pivotal role in streamlining our internal operations. Sheila is dedicated to maximizing efficiency and enhancing team collaboration, ensuring that our clients receive the highest level of service.

Cody believes in advocating for our client’s personal and financial goals. Every individual is unique in regards to their relative situation in life. At the heart of servicing and facilitating long term relationships are open conversations and setting clear expectations.

He has first-hand experience working with clients in all stages of life and differing financial backgrounds. Cody seeks to understand every client’s situation and work with them to achieve their long-term financial goals while maintaining a quality lifestyle and having fun along the way.

Adam brings a wealth of experience in finance and operations to Vital Wealth. He began his career in Los Angeles with Bradford & Marzec, focusing on operations before transitioning to Piper Sandler’s Institutional Equities division in San Francisco, where he helped build a robust ultra-high-net-worth client base. Adam later joined Goldman Sachs in Dallas, serving as an Associate in the Transaction Bank and as a Franchise Manager for the Derivatives desk. Through his partnership with Vital Wealth, Adam leverages his expertise to help our clients optimize their wealth strategies.