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Advisory Professionals
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Vincent Rossi
Wealth and Investment Strategy
27 years of investment and wealth management experience
Wealth Strategist
Investment Manager
Real Estate Developer
Business Owner
Entrepreneur
Educator
Philanthropist
CERTIFIED FINANCIAL PLANNER Certificant 
Accredited Investment Fiduciary Analyst
Certified Trust & Financial Advisor
Master of Science in Financial Services
The American College
Bachelor of Science in Business Administration
Northern Arizona University
Vince Rossi is the founder of Inspired Capitalworks. As chairman of the firm, he is responsible for the strategic direction of the firm and fulfillment of the promise of the firm's 12 hallmarks. His primary client role is investment management and wealth strategy for each of the firm's clients.
His career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. Prior to founding the firm, he was a Senior Vice President at Morgan Stanley, where he served as a Wealth Advisor, Portfolio Manager and Senior Investment Management Consultant, and a Managing Director at Piper Jaffray, where served as a Strategic Wealth Planner, Portfolio Manager and Senior Investment Management Consultant. At both Morgan Stanley and Piper Jaffray, Mr. Rossi specialized in wealth management, investment consulting and portfolio management. He worked exclusively with a select number of client families, their related family members and their philanthropic organizations.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging billions of dollars of U.S. government securities. He has also been an individual member of one of the world’s largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange, where he traded exclusively for his personal account.
Since 1986, Mr. Rossi has written and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.
During his career, Vince has also earned the following professional designations: Certified Investment Management Analyst, Chartered Life Underwriter, Accredited Estate Planner and Chartered Advisor in Philanthropy. He has also passed Level I of the examination for the Chartered Financial Analysts designation. Vince has studied advanced wealth management issues through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania, the Center for Fiduciary Studies in conjunction with the Joseph M. Katz Graduate School at the University of Pittsburgh, the John F. Kennedy School of Government at Harvard University, the Philip E. Heckerling Institute on Estate Planning at the University of Miami School of Law, the Richard D. Irwin Graduate School at the American College, the Esperti-Peterson Institute at Michigan State University, the Kinder Institute and the Cannon Financial Institute.
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 Scott Chalmers
Financial Planning
8 years of financial planning and investment experience
Financial Planner
Investment Advisor
Business Owner
Entrepreneur
CERTIFIED FINANCIAL PLANNER Certificant
Certified Trust & Financial Advisor
Chartered Retirement Planning Consultant
Scott joined the firm after an eight year career as a Wealth Management Advisor with Merrill Lynch Private Client Group. During the eight years he was with Merrill Lynch, he was responsible for developing financial plans and investment strategies for private clients and managing client relationships.
Scott is enrolled in the Certified Investment Management Analyst program offered by the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.
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Brad Priebe
Financial Planning
8 years of financial planning and investment experience
Financial Planner
Investment Advisor
CERTIFIED FINANCIAL PLANNER Certificant
Chartered Financial Consultant
Chartered Retirement Planning Counselor
Chartered Advisor in Senior Living
Bachelor of Science in Finance
Arizona State University
Brad's career in the financial services industry began after graduating magna cum laude from ASU and joining American Express Financial Advisors. During the eight years he was with AEFA, Brad was responsible for developing comprehensive financial plans and investment strategies for private clients and managing client relationships.
Brad is a candidate to receive his Masters of Science in Financial Services from the American College in Bryn Mawr, Pennsylvania in March 2009.
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Frederick Goldinov
Estate Planning
35 years of legal, estate planning, tax counsel
and teaching experience
Attorney
Tax Counsel
Business Owner
Educator
Author
Philanthropist
CERTIFIED FINANCIAL PLANNER Certificant
Juris Doctor, JD
University of Arizona College of Law
Graduate Tax Program, LL.M.
Boston University School of Law
Esperti-Peterson Institute for Advanced Estate Planning
Michigan State University
Bachelor of Science in Economics
University of Pennsylvania, Wharton School of Finance and Commerce
Fred is a co-founder of Inspired Capitalworks. His primary client role is wealth transfer planning, including analysis, strategy development and implementation.
Fred is also a principal of Goldinov & McCauley, PLC, a legal firm concentrating in wealth transfer planning. His career as an attorney specializing exclusively in estate planning and wealth transfer strategy spans 34 years providing counsel to prosperous individuals, families, business owners, executives and professionals. He also provides asset protection and tax counsel to individuals and families who attain sudden wealth through initial public offerings, lottery winnings and inheritance. Fred is experienced structuring compassionate estate planning for family members and persons with disabilities or special needs.
Fred has been active in education in the professional community and delights in teaching and mentoring. He has been an instructor for the National Network of Estate Planning Attorneys, the American College’s Chartered Life Underwriter program at Phoenix College, and Mesa Community College. He authored and has taught “Legal Problems of Aging” for Scottsdale Community College’s adult education program.
Mr. Goldinov has been a Fellow of the Esperti Peterson Institute for Advanced Estate Planning, a Senior Fellow for the Estate and Wealth Planning Strategies Institute at Michigan State University, an adjunct professor for the Academy of Multidisciplinary Practice, Inc., and a Laureate Circle Member of the Southern California Institute.
Fred has been a contributing author to three publications, Generations, Planning Your Legacy and Ways and Means, Maximizing the Value of Your Retirement Savings and What To Do When Your Spouse Dies. He has also been a reviewer for Conspectus Current, a national publication for legal, financial and accounting professionals on current and relevant issues in estate and wealth planning, and an editor of Don’t Die Broke, Keeping What You Own.
Mr. Goldinov participates and presents in discussion panels for the Tax section and Probate and Trust section of the State Bar of Arizona. He also assisted in the creation and passage of Arizona legislation to assist Arizona professionals in adding design options to their retirement plans.
As an attorney, he works with great passion to educate families about estate and wealth transfer planning in understandable terms. He has specialized skills to help wealthholders gain the clarity, liberty and inspiration they need to make wise choices with their wealth. Fred has studied the Seven Stages of Money Maturity and life plannning at the Kinder Institute of Life Planning and is listed as a life planning professional with the Kinder Institute.
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Jerry Bernard
Tax Planning
29 years of individual and small business
taxation and consulting experience
Accountant
Tax Consultant
Enrolled Agent
Business Owner
Author
Philanthropist
Certified Public Accountant
Bachelor of Science in Accounting
University of Maryland
Jerry is a co-founder of Inspired Capitalworks. His primary client role is personal and business tax analysis and tax strategy.
Jerry is the president of Bernard and Stallman, P.C., an accounting firm specializing in individual and small business taxation and consulting. He started in public practice after serving for five years as a revenue agent with the IRS.
Jerry has been active in the professional community, chairing the Arizona Tax Legislation committee and serving as a member of the Arizona Tax Liaison and Internal Revenue Service Liaison committees for the Arizona State Society of CPAs as well as serving as member of the board of directors for the Society. In addition to his contribution to several ASCPA committees, he has served on the Tax Practice Committee for the Arizona State Board of Accountancy.
Mr. Bernard is also a published author. He co-authored six books published by John Wiley and Sons, New York in 1996 and 1997. The six book series, IRS Audit Protection and Survival Guide, contain his advice for dealing with the Internal Revenue Service based, in part, on his five years of experience as a revenue agent.
Staff
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Jennifer Vamvakias
Director of Operations
10 years of individual and small business taxation,
accounting and financial planning experience
Bachelor of Science in Business Administration
University of Phoenix
Jennifer has been with the firm since its inception and is responsible for many of the firm's analytical applications that support delivery of firm's investment management and financial planning services to clients of the firm. She is responsible for managing client services.
Jennifer has studied the Seven Stages of Money Maturity at the Kinder Institute of Life Planning and is listed as a life planning professional with the institute.
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Jillian Carlson
Analytics and Client Services
4 years of individual and small business taxation,
accounting and financial planning experience
Master of Business Administration
Accounting Certificate
Keller Graduate School of Management
Bachelor of Science in Business Administration
DeVry University
Jill has been with the firm since its inception and manages many of the firm's analytical applications that support delivery of firm's investment management and financial planning services to clients of the firm. She is also responsible for supporting client services.
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Jeremy Olson Technology and Technical Services
12 years of computer, network and communications experience
Systems Engineer
Network Administrator
Bachelor of Science in Network and Communications Management
DeVry University
Jeremy has been with the firm since its inception and is responsible for managing all of the firm's technology and technical systems at both the headquarters office in Scottsdale, Arizona and its real-time, redundant data center in Portland, Oregon.
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Karri Fellars Office and Human Resource Management
12 years of financial operations experience
Associate of Art in Business Administration
Phoenix College
Karri has been with the firm since its inception and is responsible for managing the firm's accounting, human resource, employee benefits and property control systems.
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Jason Landers Operations Support Services
12 years of operations support and client service experience
Jason joined the firm shortly after its inception and is responsible for supporting the firm's administrative operations and client services.
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Nov 14, 2008
Scott Chalmers, CFP leaves Merrill Lynch to open Bonita Springs, Florida office for Inspired Capitalworks.
Entire release
Sep 15, 2008
Inspired Capitalworks 29th Investment Advisor firm globally to receive CEFEX certification of fiduciary excellence.
Entire release
Sep 02, 2008
Brad Priebe, CFP leaves Ameriprise Financial to join Inspired Capitalworks as a Financial Planner and Investment Advisor.
Entire release
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