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

(954) 615-1980

[email protected]

With over 22 years of experience in the Insurance Industry, Julio Soria is the Founder, President/CEO of Vital Financial Group. He joined National Life Group in July of 2012 as an Executive Managing Director (General Agent). He is...

Daniela Sosa

Vice President of Operations

(954) 615-1980

[email protected]

Daniela Sosa joined National Life Group in Miami, FL in 1984. She has over 30 years of experience as our Office Manager. She currently has the role as our Vice President of Operations at Vital Financial Group and Office Manager. She...

Henry Ortiz

Managing Director

(561) 613-4902

[email protected]

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

954-615-1980

954-615-1981

[email protected]

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)615-1980

(954)615-1981

[email protected]

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)615-1980

(954)615-1981

[email protected]

Luis started his career as a Financial Professional. Transitioned into a Leader's Role in the Financial Industry. Motivated by other great leaders and his vision to be able to persuade others to achieve a better life and career, he...

Stephen Lindsley

Investment Adviser Representative, Equity Services, Inc.

954-615-1980

954-615-1981

[email protected]

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...