Meet the Team
Vector Wealth Management uses a team-based approach to financial services. We recognize that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise.
Leadership
-
Thomas Fee
Chairman
-
Sharon Calhoun
Managing Director, Senior Wealth Advisor
MSFS, CFP®, AIF®, ChFC®, CDFA®
-
Jason Ranallo
Chief Operating Officer, Director of Portfolio Management
CFA®
Advisor Group
-
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
-
Jacob A. Ranallo
Associate Director of Portfolio Management
MBA
-
Jake Fee
Portfolio Management
-
Jack Bina
Portfolio Management
Advanced Planning & Client Services
-
Carla M. Muff
Senior Client Service Associate
-
Kate A. Winton
Client Service 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.
The Well Balanced Podcast
Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.
Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.
