Sarah Archer is a financial advisor with Vincimus Capital, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Vincimus Capital, she worked for Integrity Financial Corporation for 16 years. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning for individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to vetted private-market managers and alternative investments.

Morgan Phillips is a financial advisor at Vincimus Capital, LLC with three years of industry experience. He previously worked at Finch Investment Group and Hancock Whitney. Phillips is a member of GP Jax Surf LLC, involved in managing the development of a surf precinct and wave pool in Jacksonville, FL. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning to individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to private-market managers and alternative investments.

Joel Lopata is a financial advisor at Vincimus Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hogan Lovells US LLP and the Federal Bureau of Investigation. Outside of his advisory role, he provides legal consulting services to small businesses in the construction trades through RallyX Management Solutions. Vincimus Capital offers financial planning, asset management, and retirement plan consulting to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence process.

Lockwood Holmes is a financial advisor at Vincimus Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Integrity Financial Corporation for eight years before joining Vincimus Capital in 2022. Outside of his advisory role, Holmes is a member and manager of investment vehicles involved in the development of a surf precinct and wave pool in Jacksonville, FL, as well as in the acquisition of the entertainment group Dude Perfect. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs a tactical diversification approach, integrating traditional and alternative investments through a proprietary due diligence model, and manages both discretionary and non-discretionary accounts.