Experience

Sally has 38 years of investment experience, successfully navigating her clients through volatile markets and understanding each client's needs. She has an unwavering commitment to excellence and sets the standard as the senior member of the Vail Group to encourage her team to continue to improve their skills, stay ahead of trends and deliver superior service to every client. The breadth of her training spans her career and includes instruction from coaches, the completion of several certification programs administered by external organizations and attendance of ongoing educational seminars.

Brian has his CERTIFIED FINANCIAL PLANNER™ designation as well as his Certified Exit Planning Advisor designation. He collaborates with tax and estate attorneys as well as CPAs to provide a multitude of services to clients. One of these is developing and implementing sophisticated holistic wealth planning strategies for the families of entrepreneurs, executives, and founders in the phase of upcoming liquidity events. Throughout this process, he consults with clients on philanthropic strategies to implement in a year when an exit via M&A transaction, IPO, or other liquidity event occurs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Eva’s extensive technological and operational experience makes her invaluable to the success of the team. Eva is in charge of maintaining the quality service that The Vail Group consistently provides to its clients. Eva has 30 years of industry experience, 28 of which has been with The Vail Group, as well as the Series 7, 63, and 65 Licenses.