VIMA, LLC

Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.

Dennis Prost is a CFP® with 37 years of industry experience, currently serving at VIMA, LLC since 2022. His prior roles include positions at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. Prost holds Series 63 and Series 65 licenses. VIMA, LLC is a mid-sized advisory firm that serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process with strategies that may include covered-call option writing and hedging, offering customized portfolios across equities, fixed income, mutual funds, and ETFs.

Michael Maley is a financial advisor with VIMA, LLC in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with VIMA since 2014 and operates an additional business under the name Maley Investment Group. VIMA serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and manages approximately $150 million in assets across a 12-advisor team.

Michael Vissotski is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with VIMA since 2009. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Michel Tenaglia is a CFP® professional with 20 years of industry experience, currently serving as an advisor at VIMA, LLC since 2011. He is a board member of the Italian American Chamber of Commerce of Michigan. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process and may include covered-call option writing and margin use where authorized.

Sadeer Jamil is a financial advisor at VIMA, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at VIMA since 2014, following roles at Raymond James & Associates, Charles Schwab, and Comerica Securities. Outside of his advisory work, Jamil is also active as a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a sector-level screening process and uses strategies such as covered-call option writing and margin, typically exercising discretionary trading authority on client accounts.

Judy Goldis is a financial advisor at VIMA, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including AE Financial Services, Oliver Lagore Vanvalin Investment Group, SPC, and Sigma Financial Corporation. She also owns Goldis Financial Services, an insurance sales business. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with customized portfolio management, financial planning, and 401(k) consulting. The firm utilizes a top-down, sector-level screening process and offers discretionary trading authority, option strategies, and fixed-fee engagement options.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Michael Mazzola is a financial advisor at VIMA, LLC in Troy, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIMA since 2009. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call option strategies.

David Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VIMA, LLC since 2020. His prior roles include positions at Financial Strategies Group, Inc. and Securian Financial Group. Outside of his advisory work, Roberts is involved with Zeiders Enterprises, providing personal financial education and counseling to active duty military personnel. VIMA, LLC is a mid-sized advisory firm that primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and 401(k) consulting. The firm customizes portfolios using a top-down, sector-level screening approach and typically manages accounts on a discretionary basis.

Marguerite Tschirhart is a financial advisor at VIMA, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors. In addition to her advisory role, she is a sole-practitioner attorney and operates a health insurance business. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting, employing a top-down, sector-focused investment process that includes equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Matthew Doering is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thurston Springer and Edward Jones. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call strategies.