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Vance B Gray, Jr., CFP®
Vance truly loves his job and appreciates knowing that his work provides significant value to his clients. When he’s not in the office, Vance has likely swapped his calculator for a golf club and is somewhere on the back nine of Penobscot Valley! He’s a loving family man who enjoys spending time with his wife, and finds inspiration from his children and his three wild and crazy grandsons.
Vance is, of course, a loyal New England sports fan who longs for the days of the Larry Bird era. If he wasn’t the expert financial advisor as we know him today, he’d be a travel enthusiast, writing about all the best places to play golf in the sun.
Specialties: Vance’s expertise lies in financial planning, investments, insurance, estate planning, and making money with hard work.
Credentials: Vance is a CERTIFIED FINANCIAL PLANNER™ (CFP).
Andrew Laslie, CPA, CFP®
As a Certified Public Account and Certified Financial Planner, Andrew is in a unique position to help his clients develop a great investment strategy and do so in a tax efficient manner. While the head of our tax strategies and planning division since 2015, Andrew understands that income taxes are one of the largest expenses for our clients. He thrives on helping them understand the complexity of their tax situation and ultimately save them money.
Andrew takes a holistic approach to financial planning. Reviewing with clients everything from education planning, to investment, retirement, and estate planning, Andrew listens to the concerns of his clients and together, they develop a thorough financial plan.
While not in the office Andrew enjoys playing golf, fishing, and spending time with his family and can usually be found at one of his children’s soccer games.
Specialties: Andrew specializes in investments and a number of industries, including manufacturing, supermarkets, hardware stores, convenience stores, construction, real estate, bed & breakfasts, fishing, and non-profits.
Credentials: Andrew is a Certified Public Accountant (CPA).
Ryan Bartlett
Give Ryan a good Sox game, some Jason Aldean, and warm weather, and we’ll give you a happy financial advisor! Ryan loves outdoor activities and dreams of vacationing to Alaska or the Yukon to pursue new outdoor adventures. Ryan is a true Mainer from MDI and enjoys hunting, fishing, snowmobiling, and training to become and Ironman.
Collaborating with VanceGray clients and helping them find paths to achieve their financial goals is what Ryan loves most about his job.
Specialties: Ryan specializes in new client relationships, financial advisory, insurance and investments.
Credentials: Ryan is a fully registered Investment Advisor Representative and licensed to provide life, health, and long-term care insurance.