Your Team

At Vita Planning, we have assembled an experienced team that shares a commitment to helping our clients feel confident about their financial future. With decades of expertise in financial planning and wealth management, we work together to provide clear, thoughtful advice tailored to each client's needs.

We believe financial planning should feel reassuring, not overwhelming. That’s why we take the time to understand our clients, offering guidance that brings clarity, security, and peace of mind. While we take our work seriously, we’re a friendly and approachable team who enjoy what we do in the office and beyond.