Firm professionals

Vincent Rossi CFP®

President
Chief Investment Officer

View Bio
Vincent Rossi

Vincent Rossi, CFP®

President

Chief Investment Officer

35 years of investment and wealth management experience

Vincent Rossi is the founder of the firm, and President and Chief Investment Officer. He leads the retirement planning, investment management and estate planning for the firm’s clients and has deep experience as a senior executive serving high net worth individuals and families.

Vincent's career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. Prior to founding the firm in 2005, he was a Senior Vice President at Morgan Stanley, where he served as a wealth advisor, portfolio manager and trust officer. He was also a Managing Director at Piper Jaffray, where served as a wealth advisor, portfolio manager and senior investment management consultant.

Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities for a primary dealer trading directly with the Federal Reserve System. He has also been an individual member of one of the world’s largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange.

From 1986 to 2000, Vincent wrote and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.

Education

Master of Science in Financial Services
The American College

Bachelor of Science in Business Administration
Northern Arizona University

Vincent has taken advanced wealth management courses and studied advanced wealth management issues offered at the following institutions:

University of Pennsylvania Wharton School

University of Pittsburgh Joseph M. Katz Graduate School Center for Fiduciary Studies

Harvard University John F. Kennedy School of Government

University of Miami School of Law Philip E. Heckerling Institute on Estate Planning

The American College Richard D. Irwin Graduate School

Michigan State University Esperti-Peterson Institute

Metropolitan State University of Denver

Cannon Financial Institute honors graduate

Kinder Institute of Life Planning

PROFESSIONAL ACCREDITATION

During his career, Vincent has earned the following professional designations:

CERTIFIED FINANCIAL PLANNER professional
Certified Investment Management Analyst®
Chartered Life Underwriter®
Accredited Estate Planner®
Chartered Advisor in Philanthropy®
Certified Trust & Financial Advisor
Accredited Investment Fiduciary Analyst®

Vincent has also completed Level I of the examination for the Chartered Financial Analyst® designation. He currently maintains his CERTIFIED FINANCIAL PLANNER certification.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jennifer Rossi

Vice President
Chief Administrative Officer

View Bio
Jennifer Rossi

Jennifer Rossi

Vice President

Chief Administrative Officer

20 years of tax and investment operations experience

Jennifer Rossi is a co-founder of the firm and has served as the Director of Operations since inception.

Prior to joining the firm she worked at the tax practice of Allen Nahrwold, CPA and at the tax practice of Bernard & Stallman, CPAs.

Education

Bachelor of Science in Business Administration
University of Phoenix

Jennifer has also taken wealth management courses and studied wealth management issues offered at the following institutions:

American College
Kinder Institute of Life Planning

FOCUS

Operations represent the "works" part of our firm’s name, Intelligent Capitalworks.

In our operations, our teams work to successfully manage the daily, weekly, monthly and quarterly workflows related to your financial life, your financial plans, and your investment and retirement accounts.

These workflows help ensure that the focus of our activity is on you ‒ the roadmap that helps address your needs, vision and aspirations; the goals you have set out to achieve; the processes that help balance your risks and make your goals more achievable; understanding scenarios that might unfold for you; and measuring and evaluating your progress, and adjusting as may be necessary along the way.

Our operations, regulatory compliance, client planning, portfolio management and client service teams all combine every day to create robust and frequent oversight of our clients’ planning efforts, investment operations and progress toward achieving their goals.

Taken together, our operations or “works” on your behalf, help contribute to the more intelligent management of your capital and financial life, and always try to position you in your place of greatest potential. Our teams and "works" reflect that in our culture.

Monique Pressley

Client Service Manager

View Bio
Monique Pressley

Monique Pressley

Client Service Manager

20 years of financial services experience

Monique Pressley joined the firm in 2016 as a Senior Client Relationship Specialist and manages the firm’s Client Services. During her 20-year career in financial services, she has specialized in client relationship management at large financial institutions and mid-size investment advisory firms.

Education

Bachelor of Science in Business Administration
Appalachian State University

Monique has completed a CFP Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNER designation.

PROFESSIONAL ACCREDITATION

Monique has passed the Uniform Investment Adviser Law Examination and is Series 65 licensed.

FOCUS

Our value proposition is built upon access to a long-standing, loyal and protective professional relationship that offers our clients the attention, experience, resources, and energy that financial life management requires. Personalized service is central to our business model.

There is a difference between being a customer and a client. Financial service customers access web-based automation designed to funnel them to pre-determined financial products oftentimes now referred to as “solutions,” and an 800 number to reach an automated customer support system or customer support call center.

By contrast, clients are served with the necessary investment of time, critical thought and educational explanations dedicated exclusively to analyses of their stories and situations. It is through this labor and resource-intensive process that clients gain the understanding, clarity and insight they seek and value from their relationship with us.

Our firm is purpose-built to serve client engagements requiring skilled and experienced guides capable of reliable navigation through a whole-system approach to financial life management, investment management and retirement planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jillian Carlson, IACCP®

Chief Compliance Officer

View Bio
Jillian Carlson

Jillian Carlson, IACCP®

Chief Compliance Officer

13 years of accounting and regulatory compliance experience

Jillian Carlson helped co-found the firm in 2005 and is the firm’s Chief Compliance Officer. Prior to joining the firm, she worked at the tax practice of Bernard & Stallman, CPAs.

Education

Master of Business Administration
Keller Graduate School of Management

Bachelor of Science in Business Administration, magna cum laude
DeVry University

PROFESSIONAL ACCREDITATION

During her career, Jillian has earned the following professional designations:

Investment Adviser Core Compliance Certificate
Investment Adviser Certified Compliance Professional
Accredited Investment Fiduciary

FOCUS

Our firm maintains a strong culture of regulatory and ethical compliance with regard to the protection of trust placed with the firm by its clients for their accounts, the rules and regulations of the Securities and Exchange Commission (“SEC”), other regulatory bodies or self-regulatory organizations, and federal and state securities laws.

We develop our Regulatory Compliance work product as a strategic, proactive component of our professional investment management, financial life management and retirement planning services. We develop and build processes to safeguard and protect our clients interests, assets and confidential information, and to ensure that we are aware of and take steps to comply with relevant laws and regulations.

We prepare, adopt, implement and administer policies and procedures ‒ such as employee training, internal controls, and best practices ‒ and we review, audit, test and assess our firm’s business activities and the conduct of our employees.

We view our regulatory compliance program as an integral part of the financial life management, investment management and retirement planning work product our clients receive from us, and our compliance program is formally recognized in our professional services cost structure.

Scott Chalmers, CFP®

Senior Client Advisor

View Bio
Scott Chalmers

Scott Chalmers, CFP®

Senior Client Advisor

15 years of investment and wealth management experience

Scott Chalmers has been with the firm since 2008. He is an investment adviser representative of the firm and is responsible for helping clients with their investment strategies and retirement planning efforts. Scott lives and works in Southwest Florida, and offers the firm’s services locally in Bonita Springs, Fort Myers and Naples.

Prior to joining the firm, Scott spent eight years with the Merrill Lynch Private Client Group. As a Wealth Management Advisor, he was responsible for helping individuals with retirement planning and management of their investment and retirement accounts.

Education

Scott attended Acadia University in Nova Scotia, Canada.

Scott received his financial planning certificate from Metropolitan State University of Denver and has studied trust management at Cannon Financial Institute.

Professional Accreditation

During his career, Scott has earned the following professional designations:

Registered Financial Planner®
CERTIFIED FINANCIAL PLANNER professional
Chartered Retirement Planning Consultant®
Certified Trust & Financial Adviser

Scott currently maintains his CERTIFIED FINANCIAL PLANNER certification.

FOCUS

For each client engagement, the focus of our value proposition varies, but there are common elements in every one of our advisory relationships. Every new client has a front-burner issue, so that is the key issue that drives the beginning of the relationship.

As we help address that key issue and begin to remove the related stress, we are able to help clients develop capacities to visualize their financial lives from broader perspectives, expand their field of vision and leave behind the disjointed and inefficient experiences of uncoordinated piecemeal financial transactions and products.

What emerges is a unified framework of whole-system thought that results in coherent plans and strategies to help achieve each client’s financial goals. This leads to an enduring value proposition that rests on the most valuable pillars of an advisory relationship: thought leadership, wise counsel, technical advice and process management.

The end result is the creation and availability of an enduring trusted advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Charles Rossi, CFP®

Client Advisor
Associate Portfolio Manager

View Bio
Charles Rossi

Charles Rossi, CFP®

Client Advisor

Associate Portfolio Manager

5 years of investment and planning experience

Charles Rossi has been with the firm since 2014. He is an investment adviser representative of the firm and is responsible for helping clients with their investment strategies and retirement planning efforts.

Education

Arizona State University
W. P. Carey School of Business
Bachelor of Science in Finance

The London School of Economics and Political Science
Business Valuation and Security Analysis

The London Business School
Equity Investment Management Program

University of Leeds
Mathematics in Applied Finance

New York University
School of Professional Studies
Advanced Diploma in Financial Planning

Metropolitan State University of Denver
Personal Financial Planning Certificate Program

College for Financial Planning
Accredited Portfolio Management Advisor® Program

PROFESSIONAL ACCREDITATION

During his career, Charles has earned the following professional designations:

CERTIFIED FINANCIAL PLANNER professional
Accredited Portfolio Management Advisor®

Charles has Passed the Uniform Investment Advisor Law Examination and is FINRA Series 65 licensed. He is a member of the National Association of Personal Financial Advisors and the Phoenix Chapter of the Financial Planning Association.

FOCUS

We prepare and analyze multiple studies for each client ‒ goal achievement versus shortfall risk, asset/liability mismatch, diversification intelligence, required rates of return, required cash flows, sequence of return risk, economic scenario risk, integrated tax exposures and inter-generational wealth transfer plans ‒ and then develop client investment guidelines for portfolio construction.

We allocate each client’s risk budget to help achieve the client’s required rate of return within the client’s related risk tolerance and risk capacity. We invest in well-diversified common stock portfolios of enduringly profitable businesses to help achieve the required growth rates, and we invest in bonds to help generate regular current income, enhance capital preservation and reduce portfolio volatility, depending on each client’s needs.

We monitor client accounts and we review client progress toward their goals and help them to stay on track in periodic calls and meetings we have with them.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.