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

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  • Sharon Calhoun

    Managing Director, Senior Wealth Advisor

    MSFS, CFP®, AIF®, ChFC®, CDFA®

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  • Jason Ranallo

    Chief Operating Officer, Director of Portfolio Management

    CFA®

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Advisor Group

  • Joseph C. Grochowski

    Senior Wealth Advisor

    CFP®, ChFC®, AAMS®

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  • Michael Nesheim

    Senior Wealth Advisor

    CFP®

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  • Christopher M. Wagner

    Wealth Advisor

    CFP®

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  • Charlie Gruys

    Wealth Advisor

    CFP®

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  • David R. Moser

    Wealth Advisor

    CFP®, CIMA®

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  • Suzanne M. Klapperich

    Chief Compliance Officer

    Wealth Advisor

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  • Scott Rose

    Head of Strategic Growth

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Portfolio Management Group

  • Jacob A. Ranallo

    Associate Director of Portfolio Management

    MBA

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  • Jake Fee

    Portfolio Management

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  • Jack Bina

    Portfolio Management

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Advanced Planning & Client Services

  • Carla M. Muff

    Senior Client Service Associate

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  • Kate A. Winton

    Client Service Specialist

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  • Gabrielle Laliberte

    Client Service Specialist

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  • Anthony Welle

    Financial Planning Specialist

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Media & Communications

  • Ezra Firkins

    Director of Communications

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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.

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