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    • Tyson Vines
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    • Jeremy Soditch
    • Jayme Plummer

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Tyson Vines

Loving People Through Finance™

Forbes 24
Forbes 2023
Forbes 2024
Forbes 21
MY STORY
MY MISSION
MY CORE VALUES
SCHEDULE AN APPOINTMENT

tvines@Vfinancialpartners.com

After a strong Wall Street career helping sovereign wealth funds, pensions and private banks globally, Tyson wanted to own a financial planning practice. He founded V Financial Partners in 2012 with the mission to care for people and their businesses through personal finance and increase financial literacy in an enjoyable, open and honest way.

Tyson’s father passed away when he was in college. Caring for his widowed mother was the top priority. The moment they met a financial adviser, emotions calmed and comfort flowed with a sound financial plan of investments and insurance solutions. Tyson’s lifelong career mission of Loving People Through Finance™ was born.

Tyson believes everyone deserves an institutional Wall Street experience. Leaning on his global investment experience navigating the world’s largest investors through the Great Recession, V Financial Partners aims to deliver the same heightened experience to everyone. Tyson intentionally partners with New York Life, the largest mutual insurance company in the United States with the highest possible financial ratings1,2. The result is V Financial Partners can offer stability and confidence while supporting clients for decades to come.

For six years, prior to establishing his practice, Tyson was a Global Consultant Relationship Manager with Victory Capital Management, an investment management subsidiary of KeyCorp. He also worked as a sell-side equity and investment banking associate with KeyBanc Capital Markets.

Tyson is so honored to make the 2021 Forbes Top Financial Security Professionals list and the 2022-2024 Forbes Top In-State FSP for Ohio. This list includes financial professionals who protect their client’s assets through life insurance. He entered this industry to help his clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that Tyson does for his clients.^

In addition, Tyson is an accomplished 2013-2024 Million Dollar Round Table (MDRT®) member3, Top of The Table qualifier in 2018-2024, New York Life’s Northern Ohio Agent of the Year for 2021-2023 and 2012-2019 and a member of New York Life’s 2022 Chairman’s Council and 2021-2024 Chairman’s Cabinet representing the top 50 financial professionals in the country (Council is an annual recognition program based on agent production from July 1 - June 30). He is also a member agent of The Nautilus Group®, a service of New York Life Insurance Company, offering advanced planning solutions and Finseca’s Forum 400, a national association of the top 400 life insurance professionals in the country**.

While graduating from Ohio University double majoring in Accounting & Finance, Tyson met his wife Lorena the first day of college, who majored in Arts Management, Voice and Italian Studies. They live in Aurora, Ohio outside of Cleveland with their sweet and playful daughter, Giuliana and their happy, blue-eyed son Liam. As a family they enjoy traveling, singing, and the performing arts.

V Financial Partners and Tyson Vines are here to help.


1Based on revenue as reported by “Fortune 500 Ranked within Industries, Insurance: Life, Health (Mutual),” Fortune, 2/10/24. For methodology, please see http://fortune.com/fortune500/. New York Life Insurance Company (NYLIC) is a mutual life insurance company whose products are eligible to earn dividends. It is also the parent of domestic wholly owned insurance subsidiaries whose products are not eligible for dividends.

2Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). [Based on individual independent rating agency commentary as of 02/10/24.

3The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

^For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.

**Forum 400 consist of 400 life insurance professionals in the US. Members must qualify with $500,000 of annual personal financial services income produced with a significant amount from life insurance. Members pay an annual fee as well as proof of production. Additional information may be found here: http://www.forum400.org

*Financial planning is offered by Tyson Vines, Erin Vick, and Joseph Milford financial advisers offering financial planning through Eagle Strategies LLC. V Financial Partners is not owned or operated by Eagle Strategies LLC or its affiliates.

Disclosure

Tyson Vines is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #16742867), AZ, CA (CA Insurance License #0I05879), CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Tyson Vines is licensed and authorized to offer insurance in California and Arkansas, but V Financial Partners may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Tyson Vines is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 33 N Chillicothe Rd Ste H, Aurora, OH, 44202, 330-954-9564. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Tyson Vines is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Tyson Vines is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Erin Vick is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, FL, GA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

Erin Vick is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6100 Oak Tree Blvd Ste 300, Independence, OH, 44131, 330-954-9014. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IN, MD, MI, NC, NY, OH, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Erin Vick is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IN, MD, MI, NC, NY, OH, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Jeremy Soditch is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, IN, MI, NC, OH, PA, SC, TN, VA, and WI. No insurance business may be conducted outside the states referenced.

Jeremy Soditch is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14516 Detroit Ave, Lakewood, OH, 44107, 216-288-0983. In this regard, this communication is strictly intended for individuals residing in the state of Ohio. No offers may be made or accepted from any resident outside the specific state referenced.

Joseph Milford is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K75523), CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joseph Milford is licensed and authorized to offer insurance in California, but V Financial Partners may not be. For additional information on California licensure status, please click here.

Joseph Milford is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14516 Detroit Ave, Lakewood, OH, 44107, 216-353-5526. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, OK, PA, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Milford is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, OK, PA, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

V Financial Partners is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither V Financial Partners nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
V Financial Partners Logo
  • ABOUT
    • Who We Are
  • TEAM
    • Your Advisers
  • SERVICES
    • What We Do
  • PROCESS
    • How We Do It
  • NEWS
    • In The News
  • CONTACT
    • Get In Touch
  • LOGIN
    • EAGLE STRATEGIES/NYLIFE SECURITIES
    • NEW YORK LIFE POLICIES
    • eMONEY PERSONAL WEBSITE
    • MAINSTAY FUNDS
  • SCHEDULE AN APPOINTMENT
    • Tyson Vines
    • Erin Vick
    • Joe Milford
    • Jeremy Soditch
    • Jayme Plummer

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