Vision Retirement

Kevin Leeds is a financial advisor at Vaughan and Company Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice, Kevin L. Leeds, CPA, PC, since 1980. Leeds also has extensive experience in academia, having been associated with St. Peter’s College and St. Peter’s University for multiple decades. Vaughan & Co. Securities, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other businesses. The firm employs a comprehensive investment process that incorporates fundamental, cyclical, and quantitative analysis, emphasizing asset allocation and both long- and short-term strategies.

Nicholas Taber is a financial advisor with Vision Retirement and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at John Hancock and LPL Financial. Outside of his advisory work, he has entrepreneurial experience from earlier roles at Hole in One Inc. and has worked in the technology sector at Uber. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning and fiduciary investment management. The firm uses a multi-adviser team approach, combining third-party portfolio strategists, model allocations, and custodial technology with tax-aware tools and coordinated planning services.

Joseph Lanza is a financial advisor with Vision Retirement, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at LPL Financial and Sagepoint Financial. Outside of advising, he owns Juice Journey LLC, a business based in Edgewater, NJ. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm operates as a multi-adviser team, combining third-party portfolio strategists and technology-driven solutions with firm oversight and tax-aware investment tools.

Benjamin Stark is a financial advisor with Vision Retirement, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance. Stark provides investment advisory services exclusively through Vision Retirement, an independent registered investment advisor. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm operates as a multi-adviser team, combining third-party portfolio strategists, model allocations, and custodial technology with firm oversight and tax-aware strategies.

Paul Muller is a financial advisor with Vision Retirement who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Vision Retirement since 2014 and also maintains a long-standing affiliation with LPL Financial. In addition to his advisory work, Muller collaborates with local CPAs to prepare tax returns for clients. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients through a multi-adviser team. The firm offers integrated financial planning, fiduciary investment management, and automated investing solutions, combining third-party portfolio strategists and custodial technology with firm oversight and tax-aware tools.

Joseph Spinelli is a financial advisor with Vision Retirement, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm employs a multi-adviser team approach, combining third-party portfolio strategists, model allocations, and custodial technology with tax-aware tools and coordinated planning services.

Anthony Passerino is a financial advisor with Vision Retirement and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Cetera, and as a CPA since 1993. Outside of his advisory work, he is involved in coaching soccer at Saint Thomas Aquinas College and owns Aggressive Hockey Management Inc. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning and fiduciary investment management. The firm combines third-party portfolio strategists, model allocations, and automated investing technology, offering coordinated planning services that include tax preparation through an affiliated CPA entity.