Vincent Gregory,
WMS™ Financial Advisor, RJFS - Collinsville OfficeAs a Financial Advisor at CastleRock Financial Advisors, I work with business owners, entrepreneurs, and families who want a coordinated and comprehensive approach to their financial life.
Client conversations often include investments, retirement planning, business succession, estate planning, insurance solutions, and reducing taxes. My role is to help identify opportunities within those areas, coordinate with the right professionals when specialized guidance is needed, and keep the overall strategy moving toward execution.
I graduated from Oklahoma State University with dual bachelor’s degrees in finance and management. I also hold my Series 7 and Series 66 licenses, which allow me to help clients with a wide range of financial planning and investment decisions.
Born and raised in Collinsville, Oklahoma, I have always valued community, trust, and long-term relationships. I believe financial advice should be clear, practical, and personal.
Outside of work, I enjoy cooking and traveling with my wife, Aris. We love spending time outdoors, exploring new places, and making memories with our three children. My Faith and family are a big part of what keeps me grounded and focused on what matters most.
