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Meet the team

Vector Wealth Management uses a team-based approach to financial services, recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise.

 

Leadership

Thomas G. Fee

Chairman

Sharon L. Calhoun

Managing Director
Senior Wealth Advisor
MSFS, CFP®, AIF®, ChFC®, CDFA®

Jason D. Ranallo

Chief Operating Officer
Director of Portfolio Management
CFA®

 

Advisor Team

Joseph C. Grochowski

Senior Wealth Advisor
CFP®, ChFC®, AAMS®

Michael Nesheim

Senior Wealth Advisor
CFP®

Christopher M. Wagner

Wealth Advisor
CFP®

 

Charlie Gruys

Wealth Advisor
CFP®

David R. Moser

Wealth Advisor
CFP®, CIMA®

Suzanne M. Klapperich

Chief Compliance Officer
Wealth Advisor

 

Scott Rose

Head of Strategic Growth

 
 

Portfolio Management Group

Jason Ranallo directs the Portfolio Management Group

Jacob A. Ranallo

Associate Director of Portfolio Management
MBA

Jacob G. Fee

Portfolio Management

Jack Bina

Portfolio Management

 

Advanced Planning & Client Services

Sharon Calhoun directs the Advanced Planning and Client Services groups.

Carla M. Muff

Senior Client Service Associate

Kate A. Winton

Client Service Specialist

Anthony Welle

Financial Planning Specialist

 

Gabrielle Laliberte

Client Service Specialist

 
 

Media & Communications

Ezra Firkins

Director of Communications

 
 

Members of the Vector Wealth Management team hold certifications including CERTIFIED FINANCIAL PLANNER™ professional, CFP® professional, CFA Charterholder, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC®), Master’s Degree in Financial Services (MSFS), Accredited Investment Fiduciary (AIF®), Accredited Asset Management SpecialistSM (AAMS®), Certified Divorce Financial Analyst (CDFA®), and Registered Paraplanner™. Designation and attribution statement.

We invite you to get to know the members of the Vector Wealth Management team.