Vince Morris

Vince Morris

Co-Founder

Vince Morris is a founder of Bukaty Companies Financial Services, bringing more than 22 years of industry experience and a lifetime passion for investments and helping people with financial literacy to the firm. In his role, Vince is tasked with the overall growth strategy and vision of the company. He leads corporate strategy, manages the day-to-day operations and still serves as the lead advisor to some key client relationships. Vince oversees multiple divisions under the financial services umbrella including the firm’s Resources Investment Advisors, Inc., its third party administration firm, Retirement Plan Administration, Inc. and its affiliate services program. Vince works to ensure that Bukaty Companies Financial Services remains competitively positioned to serve its clients’ needs in an ever changing regulatory environment and evolving market place.

As a nationally recognized leader in the field of retirement plans for companies and their executives, Vince has been a valuable resource for other successful entrepreneurs. He has extensive experience in asset management and fiduciary duties pertaining to offering retirement plans. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC.

Education
Vince received his B.A. of Economics from the University of Kansas in 1992, he immediately started his career in the financial service industry that same year.

Industry Designations
Vince currently holds his PRP and AIF®  designations with Triad Advisors.