Our Team of Consultants

James Martin, III

Los Angeles area, CA

Mr. Martin runs the executive benefits group of all Vast-related entities. He has been involved in small business owner issues for over 20 years and also has a secondary specialty of business lending strategies. 

 

Marco Sanchez, Esq.

Las Vegas, NV

Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada. He began his legal career working for a law firm in Las Vegas, Nevada.

Priscella O'Shea

Fremont, CA Hilton Head, SC

I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.

Regina Thompson

Dallas, TX

Ms. Thompson is a technical consultant for Vast Solutions Group where she specializes in advanced insurance strategies for sister and affiliated companies.

Joshua Stroud

Eugene, OR

Since 2000, Joshua has worked in the financial services industry serving his client’s financial needs. As a C(k)P® CPFA and AIF®, he is obligated to meet the fiduciary standard by putting your interest above his own.

 

Roland Chow

Silicon Valley, CA

Roland is a technical consultant within the Enterprise Group of Vast Solutions Group. His specialty is working with start ups and real estate companies.

Frank Fu, CFP®

West Palm Beach, FL

Mr. Fu leads a highly experienced team to work with high net worth individuals, develop strategies and recommend personalized solutions designed to help you accumulate, protect and transfer your wealth.

Stephen Eppich, CFP

Cleveland, OH

Mr. Eppich has over 20 years in the financial services industry has specializes in life insurance and family trust.

Nick Drew

Houston, TX

Nick started in the financial services industry in 1997. He was responsible for recruiting, development and productivity of over a dozen advisors during his tenure at what was to become Ameriprise Financial. Nick focuses on retirement planning and the small business marketplace through comprehensive financial management. Nick, who is fluent in French, lives outside of Houston where he enjoys waterskiing with his wife and daughter.

 

Matt Eppich

Cleveland, OH

Mr. Eppich a recent graduate from college who works mainly with life insurance reviews and servicing.

Our Staff

Pierre Le Dorze

Amherst, MA
ACCOUNT MANAGER

Lucinda Asuncion

Silicon Valley, CA
ADMINISTRATIVE ASSISTANT

Christine Spruill

Southlake, TX
ADMINISTRATIVE ASSISTANT

James Martin, III

Los Angeles area, CA

 

 

Morgan Maloney

Las Vegas, NV
ENGAGEMENT MANAGER

Michelle Lawson

Bakersfield, CA
GENERAL MANAGER

Katelyn Whittemore

Las Vegas, NV
ASSOCIATE GENERAL MANAGER