Our Qualifications

Barbara Vincent has been working with individuals and businesses for over 20 years.

As an Investment Advisor Representative* affiliated with H.D. Vest Investment ServicesSM  and H.D. Vest Advisory ServicesSM, Barbara is fully licensed and properly registered to help you with all your financial and insurance needs while keeping the tax implications of your investments in mind. In addition, she holds a Master of Business Administration in Accounting, and is an Enrolled Agent licensed to prepare tax returns and represent taxpayers before the IRS.

Our firm is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.