Meet the Team

Meet the Team

Meet the Team

Vince Annable

Founder and CEO


Vince is the founder of Wealth Strategies Advisory Group and the creator of The Household Endowment Model®. Altogether, Vince has been involved in the financial services industry for more than 40 years. He is passionate about helping individuals and families achieve the ultimate goal of financial security and does this by aligning clients’ financial resources with their values, interests, goals and objectives. Vince is a published author and the host of two podcasts, "Your Money Manual" and "Secrets of the Super Rich." His books, The Household Endowment Model--Wealth Planning for Affluent Families, and Your High Performing Virtual Family Office--Maximizing Your Financial and Personal Lives, co-authored with his son, Robert Annable, along with Russ Alan Prince, are both Amazon Best Sellers.


Vince knows how important family and legacy is, as he’s been married for over 40 years, has 5 children and 1 grandchild. In his spare time, he enjoys traveling, golfing, tennis, sailing, spending time with family and writing. 


Vince Annable is also a registered representative of Coastal Equities, Inc., and an investment advisory representative of Transc3nd LLC. Securities offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd, LLC., an SEC registered investment advisor, 165 Elmhurst Dr., Suite B, Kyle, TX 78640. Neither Coastal Equities, Inc., nor Transce3nd LLC is affiliated with Wealth Strategies Advisory Group, LLC.  Click to check the background on FINRA broker check.

Get to know us!

Click on the photos below to learn about each member of our team

as well as our strategic partners.

Robert L. Annable, II

Sr. Partner

Andrew Dinkelmeyer

Sr. Partner

Lauren Annable

Director, Operations

Aaron Brooks

Director, Client Services

Amy Joslin

Financial Advisor

Rynae Baca

Office Coordinator

Jeff Allen

Director, Strategic Communications

Our Strategic Partners

Russ Alan Prince

R.A. Prince & Associates

Frank W. Seneco

President, Seneco & Associates

J. Alan Soelberg, Atty.

Partner, Davis Miles Maguire Gardner PLLC

Bryson Hevner, CPA

Managing Partner, H&H Accounting

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