Isaiah Douglass, MBA, CFP®, CEPA

Bitcoin, Investments, Veterinary Medicine, Dentistry

Isaiah Douglass, CFP®, MBA, CEPA

Partner

Hi, I’m Isaiah Douglass, and I'm a Partner at Vincere Wealth Management. I graduated with my undergraduate and master's degrees from Indiana University. In 2018, I left a large bank-run financial firm to serve dentists and veterinarians.

In the summer of 2020, I merged the financial planning firm I co-founded with Josh. I was always a team sports player growing up, and I wanted the same dynamic in business. When I met Josh, I knew we could accomplish more together than we could individually.

I'm a self-proclaimed podcast junkie with my own podcast, The Veterinarian Success Podcast, and I co-host The Happy Hour Money Podcast with Josh. I've been featured on WealthManagement.com, CoinDesk, Forbes, Yahoo Finance, dvm360, and The National Association of Personal Financial Advisors.

Away from work, you can find me with my wife, Emily, and our two sons, Everett and Porter. When it comes to sports, I’m an avid supporter of the University of Florida and AS Roma.

Favorite Quote:

“Give your time/energy to the world you want to see rather than spend it reinforcing the world you see. You might be surprised at where it takes you and the friends you meet along the way." - Jeff Booth

Ryan Koopmans, DVM, MS, CRPC®

Student Loan Planning, Debt Management, Veterinary Business/Entrepreneur Strategies
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Steinar Jewett

Cash Flow Management, Student Loan Planning, Retirement Planning
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Jen Swindler, CFP®, AFC®, MFPA

Equity Compensation, Marriage & Divorce Planning, Student Loans Analysis, Retirement Planning
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Tom McCutcheon, MBA

International Man of Mystery, Knitting
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Travis Buck, AAMS©, AWMA©, EA

Stock Options, Crypto, Tax Planning
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Isaiah Douglass, MBA, CFP®, CEPA

Bitcoin, Investments, Veterinary Medicine, Dentistry
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Renee Marinez

Budgeting, Debt Management, Empowering Women, Financial Education
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Josh Bennett, CFP®, EA

Taxes, Real Estate, Businesses, Employer Stock, International
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Tim Uihlein, CFP®, MBA

Insurance, Estate Planning, Cash Flow Optimization
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Your Money. Your Life.

Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.

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