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 Vital Wealth redefines the planning experience by changing the outdated Wall Street model.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.

When it comes to executing the fine details of your financial planning, Nadine will help you every step of the way. With over a decade of experience in the financial services industry, Nadine brings great knowledge and enthusiasm to Vital Wealth. Her love of learning benefits clients as she opens and services client accounts and helps track down answers to the tough questions. She enjoys serving clients and making sure that you are happy with your experience at Vital Wealth. Her interest in people led her to a bachelor’s degree in psychology and this career.

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.

Jared supports advisors in day-to-day operations and organizational aspects of client account and investment management. With a focus on educating clients about successful investment strategies, he holds a Certificate Investment Management Analyst (CIMA) Certification, showcasing advanced professional education from the Investments & Wealth Institute and Yale School of Management. Jared’s experience includes roles at Morgan Stanley Wealth Management and TD Ameritrade.

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.