Team
At Vital Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Retirement saving and distribution strategies
- Estate conservation strategies
- Risk management review
We also can answer your questions, including:
- Can I retire early?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Julio Soria
President / CEO
Daniela Sosa
Vice President of Operations
Henry Ortiz
Managing Director
Henry Ortiz is a native New Yorker who began his career as a Financial Services Professional in 2005 in Boca Raton, FL. With over 9 years of experience, he has worked with companies such as Guardian, MassMutual and National Life Group....
Andrea Gellert
Brokerage Director
954-615-1981
gellert_andrea@nlgroupmail.com
Andrea Gellert is very excited to have joined Vital Financial Group. She has been in the financial services business for 17 years and has owned and operated Wealth Strategies, a financial services boutique for the last 10.
Delroy Cowan
Insurance Brokerage Director
(954)615-1981
Delroy Cowan, 67 years old, was born and educated in Jamaica. Mr. Cowan is from a small family of 4. After completinghis education, he became a school teacher for a short while then went on to pursue his business career during which...
Luis Vasquez
Managing Director
(954)615-1981
Stephen Lindsley
Investment Adviser Representative, Equity Services, Inc.
954-615-1981
lindsley_stephen@nlgroupmail.com
Stephen Lindsley joined the National Life Group in 2013, and has been in the insurance and financial services industry for over 26 years. He is an Investment Advisor Representative, licensed to sell and manage client assets in Florida...