Matt Romney

Matt Romney, CIMA®

Founder & President

Matt loves the work he does. He is driven by his passion to assist others achieve their financial goals. Matt believes in the value of lifelong learning and using that education to better the lives of others.

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Ann Lobos, CPA

Accountant

Ann’s passion is helping individuals and business owners to free up their time so they can do more of what they love. Ann does this through simplifying tax preparation and being proactive with tax planning to help you pay less in taxes.  

Sam Jones

Sam Jones, CFP®, AFC®

Financial Planner

Sam is passionate about helping others to achieve their goals both financially and personally. He loves helping people to change their behavior and better their lives.

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About Vitality Capital Managements Team Approach

Vitality Capital Management brings a team approach to financial planning. We have investment managers, cash flow specialists, financial planning specialists, and tax planning specialists on our team. Our team has the following designations: Certified Investment Management Analyst® (CIMA®) , a Certified Public Accountant (CPA) , a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Financial Counselor® (AFC®).

We collaborate on every aspect of your financial situation when we consider and make recommendations.

Learn more about professional designations

The CIMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge. The CIMA® certification is one of the only proessional certifications in financial services to meet international accreditation and quality standards. Click here to learn more about the CIMA® certification.

A certified public accountant (CPA) is a designation given by the American Institute of Certified Public Accountants (AICPA) to individuals that pass the Uniform CPA Examination and meet the education and experience requirements. The CPA designation helps enforce professional standards in the accounting industry. Click here to learn more.

A CERTIFIED FINANCIAL PLANNER™ specializes in helping people to manage their finances, such as retirement, investing, education, insurance, and taxes. Becoming a CFP®  practitioner is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. The most important aspect of a CFP® professional is that they have a fiduciary duty, meaning they must make decisions with their client’s best interests in mind. Click here to learn more.

The Accredited Financial Counselor (AFC) provides financial advisors with practical training in all aspects of personal finance. It especially focuses on cash flow and financial planning for lower and middle income individuals and households. Click here to learn more.