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®
President

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. 

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. 

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. 

J.T. Annable
Director of Marketing, The Household Endowment Model®

JT has been in the sales and marketing world for over 15 years specializing in customer service, sales strategies and marketing throughout Scottsdale, AZ & 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.

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.

Jim Saar
Financial Advisor, Southern California

Jim has been a financial advisor for over 30 years and works with 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. 

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 service-oriented philosophy and proactive nature ensure that his clients understand the best course of action for each and every situation.

(888)635-WSAG