Vilas is a member of the Strategic Growth team based out of the firm’s Fulton, MD office. His role centers on providing regional support, analysis, strategic planning, and execution of strategic organic growth initiatives.

Vilas has spent his career in financial services at multiple firms supporting various departments – technology, operations, investments, and now growth.

Since joining the financial planning industry, Vilas has developed a passion for bringing financial literacy to all people, early and often. Outside of work, he enjoys spending time with his wife and three kids, watching Baltimore Ravens football, building things by hand, and traveling the globe.

Previous Experience

  • Senior Associate, Investments at Wealthspire Advisors
  • Portfolio Operation & Research Analyst at StratWealth
  • Technology Manager at Pinnacle Advisory Group

Education & Credentials

  • BS, Towson University, Computer Information Systems
  • MS, Towson University, Applied Information Technology
  • Financial Planning Qualified Professional (FPQP)