Meet the Team

Managing Partners
Vince Annable
Founder & CEO

Mr. Annable is the founder and CEO of the Wealth Strategies Advisory Group and creator of the VFO Consulting Group, a high-performing virtual family office. Vince is also the author and creator of an investment and wealth-planning platform called The Household Endowment Model (THEM).

With over 25 years of experience in financial services, Robert Annable leads WSAG + VFO as both President and Wealth Advisor. In his executive role, Robert is responsible for strategic corporate decision-making, shaping the firm’s growth through team development and expanding geographical footprint. Robert also works closely in training advisors in the proprietary Endowment Model Portfolios and the VFO (Virtual Family Office) Model. He also spearheads the advancement of WSAG’s operational infrastructure to ensure an exceptional client experience at every touchpoint.

As a Wealth Advisor, Robert works directly with clients, delivering strategic and comprehensive wealth management rooted in the The Household Endowment Model® approach to investment management. His practice is built around an “education-first” philosophy, helping individuals and families navigate complex financial landscapes with clarity and confidence. From tax mitigation strategies and cash flow planning to advanced investment solutions, Robert acts as a trusted advocate for clients throughout every phase of their financial journey: discovery, design, implementation, and ongoing oversight.

Robert L. Annable II
President
Wealth Advisors
Bryson Blackwell

Wealth Advisor & 1031 DST Specialist

Rick Goodwin
Wealth Advisor
Todd Gottel
Wealth Advisor
Corwin Davidson
Wealth Advisor
Ryan Munoz
Wealth Advisor
Amy Joslin
Wealth Advisor
Scott Vignere
Wealth Advisor
Troy Thompson
Wealth Advisor
Joel Everett
Wealth Advisor
Brenten Blakeman
Wealth Advisor + Cost Segregation Specialist
Service Advisors
Preston Walchli

Service Advisor

John Miller

Service Advisor

Doak Cheatham

Service Advisor

Operations
Lauren Annable

Chief Operations Officer

Joe Fortuna

Operations Specialist

Mia Masters

Operations Specialist

Kelsey Souers

Executive Assistant

Meredith Leyton

Director of First Impressions

Tanya Wright

Operations Specialist

Stephani Parker

Executive Assistant

Elizabeth Chang

Operations Specialist

Total Wealth Planning

We combine the knowledge and attention-to-service of our in-house team with the expertise and skills of our network of specialists to develop a Total Wealth Plan. This includes strategies and tactics that provide opportunities to achieve more with your wealth. You’ll be confident knowing we have the experience and resources to guide you along every step of your financial journey.

Let’s Get Started

We are here to help whether you’re actively looking for wealth management, need a second opinion about your current plan, or have a general question about any of our products and services.

Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.

​The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.

Our strategic partners​ include third party CPA’s, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients’ wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.