Chief Compliance Officer
Belena Vincetti, MBA, CFP ® is the Chief Compliance Officer. Belena has over a decade of experience in securities and insurance Compliance, with over 15 years in the financial services industry, having run a boutique financial planning firm most recently. Her experience spans back-office, operations, staff development, and personal financial planning and investment management. She is a graduate of Truman State University with a bachelor degree in biology and French as well as a Master of Business Administration from University of Wisconsin-Madison.