Your Family's Future.
Our Life's Work.
Meet your Vincent Group Financial Services team.
Your Team Introducing the professionals who can help you pursue your goals.
At Vincent Group Financial Services, we believe you deserve to live the retirement of your dreams. That’s why we’re dedicated to helping individuals and families design and implement successful financial strategies. Through our comprehensive R.H.I.N.O. planning process, we can help you charge toward your goals with purpose and precision.
If you’re looking for a team to guide you at every step of your financial journey, we’re here to help.
Robert Vincent Investment Adviser Representative
Robert graduated from Western Kentucky University with a degree in accounting — newly married, still in school, and facing a job offer that fell through right after the honeymoon. What began as an unexpected setback became the start of his career path.
He accepted a controller role with United Way of Southern Kentucky, where he saw firsthand how financial stress affects individuals and families. That experience shaped his desire to help people gain clarity and confidence in their finances.
In 1995, Robert transitioned from the non-profit world into accounting and tax preparation. After years of hands-on work and experience in the broker–dealer space, he shifted his focus toward integrating tax planning with retirement and investment guidance. Today, as an Investment Adviser Representative, Robert helps clients align their goals with strategies designed to support long-term financial well-being.
Robert has always believed it’s not about how much you make — it’s about what you do with it. He works to help clients build plans that fit their values, needs, and priorities, rather than placing them into one-size-fits-all solutions.
Outside the office, Robert enjoys experimenting in the kitchen and traveling with his family.
Avery Vincent Investment Adviser Representative
Avery’s path into finance began early, preparing tax returns at his family’s accounting firm while still in high school. Continuing the family tradition, he became a fourth-generation Hilltopper and graduated with honors in accounting from Western Kentucky University.
Avery is an Investment Adviser Representative who draws on his tax background to help clients make informed financial decisions. He works with individuals and families on everything from their first investments to personalized retirement strategies tailored to their goals and circumstances.
He takes pride in making the financial planning process clear, collaborative, and approachable — helping to ensure that clients feel supported at every stage of their financial journey.
Outside the office, Avery enjoys gaming, traveling, sports, and spending time with his wife and their Bernese Mountain Dog.
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You deserve a financial plan as unique as your story. Share your details below, and we’ll work together to craft a strategy that reflects your values and helps you pursue your dreams.