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Having a clear picture of where you want to go

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It’s important to both grow and protect

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Careful analysis and understanding of the options to reach your vision

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Welcome to Vision Wealth Planning, LLC!

This firm was founded to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to seek the highest probability of successful financial outcomes.

As a Registered Investment Advisory firm, we offer unbiased advice and operate on your behalf as a fiduciary. We are not affiliated with any investment management or banking organization. We seek to ensure that our goals are aligned with your interests.

You’ll benefit from a single contact for your wealth management needs – including investment strategy and planning, tax planning, estate planning and philanthropy.

| Client Website & Vault  |  Schwab

Our Team at Pinnacle

Pinnacle Advisor Solutions (PAS) is a division of Pinnacle Advisory Group, one of the leading wealth management firms in the nation, managing $1.8 Billion for more than 1,100 families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Pinnacle’s investment team or click here for updates from the team.

Rob Hinson Photo

Rick Vollaro, CPA

Chief Investment Officer, Managing Partner
Mike Corcoran  Photo

Ken Solow, CFP®, CLU® ChFC®

Founding Partner, Chairman of the Investment Committee
Kimberli Fleck, Esq Photo

Carl Noble, CFA

Senior Analyst
Kimberli Fleck, Esq Photo

Sauro Locatelli, CFA, FRM™

Director of Quantitative Research
David Rosenblatt Photo

Sean Dillon, CMT, CFTe®

Technical Analyst
Jacqueline Trezza Photo

Joe Zimmerman

Head Trader
Kimberli Fleck, Esq Photo

Ross Causley

Jennifer Bohlman Photo

Dan Mento


Client Services Team

Rob Hinson Photo

Kristin Tucker, CFP®

Director of Client Relations
Mike Corcoran  Photo

Steven Ramina, RP®, ChFC®

Senior Client Relationship Specialist
Jennifer Bohlman Photo

Karima Escalona, RP®

Jacqueline Trezza Photo

Michelle Wong, RP®