The people behind your plan.
Financial advice is only as good as the people giving it. Get to know the advisors and staff who make up our team — and who will be in your corner for the long haul.
The Vuce Group mission is to help clients feel prepared for the future and empowered to pursue their financial goals with confidence.
Samuel Vucelich
President & CEO
I am passionate about helping individuals, families, and business owners build a stronger, more confident financial future. I have dedicated my career to helping clients navigate important financial decisions w clarity, confidence and peace of mind.
After 20 years in the corporate financial industry, I chose to go the independent path to provide a more personalized, white glove and relationship- focused approach.
Jessie Romero
Associate Director
Phil Glidewell
Medicare and Health Insurance Specialist
Phil is an experienced General Manager with a history in the retail industry. He has spent the last 5 years procuring a book of business of over 300 clients
Reuben LaBrado
Director of Talent Acquisition
Reuben has over 17 years of accomplishments with developing and implementing marketing strategies for start-up, mid-size and high-growth organizations.
Noel Afandor
Director of Operations
Noel was the sales and financial director at Jerry Dodge Ulm. Driving organizational efficiency, increasing revenue, and leading strategic initiatives that support sustainable growth including mergers and acquisitions.
Payton Zamora
Executive Assistant
After 12 years in the service industry, she has spent the last 3 years in the Medicare and Life Insurance world growing her knowledge of all things insurance so she can be the best team support.
Craig Fretzner
Insurance Professional
Craig Fretzner is our recruiter & is a financial professional dedicated to helping individuals and families work toward their long-term financial goals. He believes in building lasting relationships through honest communication, personalized guidance, and dependable service. Craig works closely with clients to understand their unique needs and develop strategies designed to help protect what matters most while preparing for the future.
Robert Hall
Insurance Professional
Robert is a new face in the Life Insurance Industry with recently passing his test he is fueled and ready to take on anything that is put in front of him.
Samuel Vucelich iii
Marketing Associate
Craig Kuhl
Life & Long Term Care Specialist
Luke Heldreth
Employee Benefits Specialist
Why Our Team Is Different
A lot of financial firms will tell you they put clients first. We’d rather show you what that actually looks like in practice.
It means you’ll always know who you’re working with — and that person will know your name, your goals, and your history without you having to repeat yourself every time. It means we return calls promptly, explain things in plain language, and never recommend something we wouldn’t stand behind completely.
Our team has built its reputation over 25 years by doing the unglamorous work of financial planning well: asking good questions, keeping clients informed, and showing up consistently through market cycles, life changes, and everything in between.
That’s not a marketing promise. It’s just how we work.