Our vision and our team.
At VitalStone we believe that financial advice can’t be generic. That’s why we’ve invested two decades in building customized services for leading healthcare and business professionals.
We invest in you.
It sounds so simple, but is so rare in our industry. The only reason you should trust what we recommend for your investments, is because you see where we put our time, our energy, and our most valued resources: You.
Accountability.
We expect to earn your business every day as if it’s the first day. Consistently positive client experience is our ultimate goal.
Respect.
We believe the dignity of each person is the foundation for financial freedom and the core of the financial advising relationship.
Reliability.
We believe that trust is built by open communication and organize our business to respond to our clients time-sensitive needs
Accessibility.
We practice follow-through as the hallmark of trustworthiness. We do what we said we would, every time.
James Jedrziewski, LUTCF®
I've spent my career as a business owner, helping individual families and other business owners plan successful financial futures. My specialty is risk management, insurance, and consulting for small to medium-sized businesses. The most rewarding part of my day is seeing my client's confidence grow when planning for their financial futures. I am incredibly proud to be associated with the rest of our very talented VitalStone team.
Christopher McNeil
My path to the world of finance was non-traditional. My wife and I were lucky enough to have Jason and James as our financial planners, and they set us on a path for early financial independence. Soon after, I recognized many of my colleagues and other successful professionals lacked the same guidance and confidence. I felt compelled to transition my career from medicine to finance in order to impact others in the same way. I believe everyone deserves data-driven investment advice, financial education, and the ability to achieve financial freedom as I did.
Jason Odette, CFP®
I genuinely believe each client deserves the same trusted advice and respect I give my family. Throughout my financial planning career, I've experienced many areas of the financial industry, including institutional asset management, corporate retirement plans, business management, and family office financial planning. VitalStone Financial has allowed me to take the best practices of each and implement them for every client. We have the best available technology to guide asset management decisions and a superior client experience.
Maria Hernandez
Maria has extensive experience in the financial planning industry and has operated as James’s right hand and practice manager for many years.
Lydia Therien
Lydia is experienced in traditional banking and mortgage lending. She is extremely talented with all client operations.
Kenneth Marriott
My transition from medicine to finance over the last several years has been a gratifying experience. My background in the Airforce, business leadership, and as a physician, challenged me with the demands and stressors highly driven professionals encounter every day. Those experiences taught me how to develop meaningful client relationships and make me a better financial advisor. I feel very passionate about providing VitalStone’s modern asset management techniques with adaptive financial planning to every motivated professional like me.