Vinh MaFinancial Strategy Analyst
Phone: 616-774-4560 Vinh is responsible for working with Family Capital Management's advisors to help develop strategies for retirement plans, asset management, and risk management. He helps to create our custom model portfolios, run life insurance quotes, provide education cost projections, manage client portfolios, provide support for basic tax related issues, prepare reports for client meetings, provide client access to client accounts over the internet, and help clients with questions regarding their portfolio. Vinh has a Bachelors degree in Finance from Grand Valley State University. He entered the financial services industry in 1998 and holds Series 7 and 63 registrations. ![]()
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