The Team

Here are 3 ways I feel our team sets itself apart: 1. Team members are available to assist you with various aspects of your investment and insurance needs. 2. We strive to build strong, long-lasting relationships with our clients. 3. We believe in life-long learning. Continuing education helps the team provide current & customized advice through financial planning and investment advisory services.

Our Staff

Alice L. Nguyen

Alice L. Nguyen

Paraplanner

Office Manager
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Qualifications

  • 2003-present, Office Manager for Vinh Nguyen
  • Licenses: Series 7, Series 66, Life/Health & Variable Annuity
  • Bachelor of Science in Business from the University of Central Florida
Darian R. Mohring, MBA

Darian R. Mohring, MBA

Paraplanner

Financial Planning Analyst
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Qualifications

  • 2011 - present, Financial Planning Analyst for Vinh Nguyen
  • 2010-2011 Assistant to Vinh Nguyen
  • 2003-2007 Paraplanner with Ameriprise Financial
  • Licenses: Series 7, Series 66, Life/Health & Variable Annuity
  • Bachelor of Arts from Rollins College
  • Masters in Business Administration from Rollins College
Matthew D. Sams, CFP, CLU, MSM

Matthew D. Sams, CFP, CLU, MSM

Paraplanner

Investment Manager
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Qualifications

  • 2014 - present, Investment Manager for Vinh Nguyen
  • 2012 - 2014 Associate Financial Advisor with Ameriprise Financial
  • 1997 - 2012 Financial Advisor with Ameriprise Financial
  • Licenses: Series 7, Series 66, Life/Health & Variable Annuity
  • Bachelor of Science in Finance from the University of Central Florida
  • Masters of Science in Management from National Louis University