VIMA, LLC

Natalie Snyder is a Series 65-licensed financial advisor with VIMA, LLC in Troy, MI, having one year of industry experience. Prior to her current role, she held various positions outside of finance, including roles at Michael Kors and Orangetheory. VIMA, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and customizes portfolios across multiple asset classes, managing approximately $150 million in assets for about 900 clients.

Dennis Prost is a financial advisor at VIMA, LLC with 36 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, consulting, and 401(k) advisory services. The firm employs a top-down, sector-focused investment process and customizes portfolios across various asset classes, often managing accounts on a discretionary basis.

Michael Maley is a financial advisor with VIMA, LLC in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with VIMA since 2014 and operates an additional business under the name Maley Investment Group. VIMA serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and manages approximately $150 million in assets across a 12-advisor team.

Michael Vissotski is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with VIMA since 2009. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Michel Tenaglia is a CFP® with 19 years of industry experience and has been with VIMA, LLC since 2011. He serves on the board of the Italian American Chamber of Commerce of Michigan. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and manages discretionary accounts, offering customized portfolios that include equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Sadeer Jamil is a financial advisor at VIMA, LLC with 24 years of industry experience and holds a Series 66 designation. He has been with VIMA since 2014. Outside of his advisory role, he is also a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC serves individual and high-net-worth clients offering portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and manages discretionary and non-discretionary accounts with a range of investment strategies including equities, fixed income, mutual funds, ETFs, and covered call options.

Judy Goldis is a financial advisor with VIMA, LLC, holding Series 63 and Series 65 licenses and having 34 years of industry experience. Her career includes roles at AE Financial Services, Oliver Lagore Vanvalin Investment Group, SPC, and Sigma Financial Corporation. She also owns Goldis Financial Group, which provides insurance sales and services. VIMA, LLC serves individual and high-net-worth clients with customized portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and manages accounts primarily on a discretionary basis.

James Waugh is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 66 designations with 30 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Old National Bank, and LPL Financial. He has been with VIMA since 2018. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and offers customized portfolios using various asset classes and option strategies.

Michael Mazzola is a financial advisor at VIMA, LLC in Troy, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIMA since 2009. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call option strategies.

David Roberts is a CFP® with 19 years of industry experience, currently serving as an advisor at VIMA, LLC since 2020. His prior roles include positions at Financial Strategies Group, Inc., Minnesota Life, Securian Financial Services Inc., and Waddell & Reed Inc. Outside of his advisory work, he is involved with Zeiders Enterprises, providing personal financial education to active duty military personnel. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, consulting, and 401(k) services. The firm employs a top-down, sector-focused investment process and offers customized portfolios including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Marguerite Tschirhart is a financial advisor at VIMA, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors. In addition to her advisory role, she is a sole-practitioner attorney and operates a health insurance business. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting, employing a top-down, sector-focused investment process that includes equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Matthew Doering is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thurston Springer and Edward Jones. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call strategies.