Vince serves as a Managing Director, Tax Services with Cresset. Previously, Vince was Chief Financial Officer and Founding Principal of Cypress Wealth Advisors. He is responsible for client taxes, client relationships and accounting. Vince has more than 30 years of experience in income and estate tax planning, business planning and accounting compliance. He has been a California Certified Public Accountant for over 25 years. Prior to joining Cypress Wealth Advisors, Vince was the CFO of Springcreek Corporation, a Registered Investment Advisor firm. Earlier in his career, Vince spent six years at Arthur Andersen, where he helped establish the Enterprise Group, a team dedicated to emerging new businesses providing comprehensive tax services.
Vince earned a Masters of Science in Taxation from Golden Gate University and a Bachelor’s degree in Accounting and Finance from San Francisco State University. He was an Adjunct Lecturer for Golden Gate University, teaching graduate and undergraduate taxation and accounting courses. Vince is a lifelong native of the San Francisco Bay Area and enjoys going to the Sierra Mountains for all types of outdoor activities.