We're Here to Help You Understand

Understanding financial concepts and money management can be intimidating, but it doesn't need to be. At Wealth Strategies Advisory Group, we provide financial strategies that are easy to understand and more importantly, easy to execute so that you can begin securing your financial future today.  Combine the knowledge and experience of our in-house team with the resources of our strategic partnerships, and we hope you'll find that Wealth Strategies Advisory Group has the tools and expertise to assist along every step of your financial journey.

Vince Annable, CRPC®
Founder

Vince Annable, CRPC®, is the creator of The Household Endowment Model® and has been involved in the financial services industry over 30 years, having worked for both regional and international firms. Throughout his career, Vince has worked with select individuals and families, with the ultimate goal of achieving what is most important to them. His guidance aligns clients’ financial resources with their values, interests, and objectives, in an effort to facilitate good decision-making, inspired by years of experience and a team of investment professionals. 

Robert L. Annable, II
​Senior Partner

Robert commits 18 years of financial industry experience to develop wealth planning strategies designed to meet the unique needs and aspirations of his clients. His depth of knowledge in the area of alternative investments and passion for delivering creative solutions and value is the energy that drives the outside-the-box thinking of Wealth Strategies Advisory Group.  In the community, Robert is very active in service to others, donating much of his time to a number of civic and faith-based groups. He was honored by The Leukemia and Lymphoma Society of Arizona as "Man of the Year" in 2017.  
​robert@wsagaz.com
Robert Annable is also licensed as a registered representative with and offering securities through Center Street Securities, Member FINRA/SIPC.  Click to check the background on FINRA broker check.  Wealth Strategies is not affiliated with Center Street Securities. 

Lauren Annable
Director of Operations

​Lauren began her career in finance at the age of 17, working for World Savings Bank & Loan in San Antonio, Texas, quickly moving through the ranks to a front-line manager by twenty in the back office mortgage department. Surviving two bank mergers and the mortgage meltdown in 2008, she became the sole operations analyst for the Wells Fargo Bank Bankruptcy. Lauren departed Wells Fargo after eleven years in 2014 to relocate to Scottsdale, Arizona and join the WSAG team. 
lannable@wsagaz.com

Aaron Brooks
Director of Client Services

Aaron dedicates 20 years of customer service expertise to every one of our clients . Formerly a Credit Manager with Wells Fargo Financial in Longmont, CO, he is in charge of all client communication here at Wealth Strategies Advisory Group, where he handles a variety of client requests from  simple to complex transactions. Aaron is Series 7 and 63 licensed, as well as a licensed producer for Life and Health Insurance. 
abrooks@wsagaz.com
Aaron Brooks is also licensed as a registered representative with and offering securities through Center Street Securities, Member FINRA/SIPC.  Click to check the background on  FINRA broker check. (Make this sentence a hyperlink to each person’s broker check report on FINRA)   Wealth Strategies is not affiliated with Center Street Securities. 

Jonathon "JT" Annable
Director of Marketing and Insurance

JT has been in the sales and marketing world for over 16 years specializing in customer service, sales strategies and marketing throughout Scottsdale, AZ and Dallas, TX. Having worked for New York Life, Realty Capital Securities and as an independent advisor,  JT has now joined WSAG and The Household Endowment Model® as the Director of Marketing and Insurance.
jtannable@wsagtx.com

Amy Joslin
​Financial Advisor, Las Vegas

​Amy has built a solid reputation of excellence among her clients and colleagues as an investment professional. As a native resident of Las Vegas, she has a diverse background in real estate and experience in economic fluctuation. She emphasizes the importance of alternative investments and utilizes "The Household Endowment Model®" to help her clients in achieving their goals. Amy currently holds Series 7 and 63 securities registrations.
​amy@wsaglv.com

Jim Saar
Financial Advisor, Southern California

Jim has been a Financial Advisor for over 30 years and works individuals and business owners. He provides a wealth of knowledge and experience helping clients navigate their way through the maze of retirement and tax planning as well as income planning.  He uses "The Household Endowment Model" to help clients create a personal economy that puts their plan on par with many of the great endowment models of today.  Business owners also benefit from his ability to identify tax benefits that many owners did not know they qualified for. 
jsaar@wsagca.com 

Andrew Dinkelmeyer​
Financial Advisor, Southern California

Originally from New York, Andrew’s Wall Street exposure and background as a competitive athlete have helped him develop a focused, disciplined approach to wealth management.  Through the use of The Household Endowment Model® and other creative strategic solutions, he helps each of his clients pursue their financial goals through ever-changing market conditions.  Andrew's service-oriented philosophy and proactive nature ensure that his clients understand the best course of action for each and every situation.
​adinkelmeyer@wsagca.com

Jeff Allen
Director of Strategic Communications

Jeff began his media career in 1990 as the news director for a small AM/FM radio station combo in Bullhead City, AZ. From there, he enjoyed working his way through the industry, both behind the mic and behind the scenes with managerial oversight for broadcast production and station group operations. Jeff combines his knowledge of traditional and digital media strategies and tactics to elevate awareness of our objective to help affluent individuals and families reach their goals and enjoy the lifestyle they deserve.
(888)635-WSAG