Your retirement is within reach
He was burned out!
Five years ago Russell Vance was a geriatric psychotherapist who thought he had many more years of work ahead of him, “But I was burned out,” he said. “Within 18 months, my wife, my mother and my father had all died. It wasn’t until…
The company’s retirement portal was frustrating.
Cassius and Valerie had saved and planned for their future, but as the time grew near, the company’s online retirement calculator just wasn’t cutting it. They needed to know if their retirement goals were really possible…
Your retirement is within reach
If you’re burned out or tired of staring at a retirement portal that makes no sense, let us help.
Your Path to Retirement
You spent decades in a successful career, put in the work, saved and prepared for the next phase of life, but you still have questions. Our 360 Planning Process will assure that your next steps are the right ones.
Implement & Manage
Let Vector help you write your retirement story.
How will you spend your second half? Whether traveling the world and pursuing hobbies or spending time with family and volunteering, Vector helps fun, generous people transition from successful careers to significant second halves. Our 360 Planning Process will show you how to achieve your retirement, relax and follow your dreams.
To be inspired by clients who are already pursuing their second half goals, read their #VectorStories here.
John and Angie Hood traveled to Europe together for the first time to celebrate 35 years of marriage and John’s pending retirement. The couple celebrated their anniversary on...
It was equal parts nostalgia and love for the great outdoors that led Tom Cromer and his friend, Roger Adams, to Mount Moran, a mountain in Grand Teton National Park in western...
Cassius and Valerie had saved and planned for their future, but as the time grew near, the company’s online retirement calculator just wasn’t cutting it. They needed to know if...
Jay Dryden, CFP®
Jay Dryden, CFP® — Managing Partner
The goal at Vector Wealth Strategies is always to provide you with guidance and assistance, as you transition from success in your career to significance in your retirement. As a CERTIFIED FINANCIAL PLANNER™, Jay’s goal is to use his expertise and more than 15 years of experience to provide you with guidance in wealth management and legacy planning. He has a particularly deep understanding of both why and how to incorporate philanthropy into your family’s long-term wealth transfer plan.
Jay is a graduate of Freed-Hardeman University, where he met his wife, Hilde, and currently serves on the FHU Board of Trustees. In 2012, Jay and Hilde established the Leadership Scholarship and the Genesis Scholarship with Freed-Hardeman. The Genesis Scholarship helps students whose families have never attended a Christian university, and the Leadership Scholarship was designed to allow Jay to become more involved and influential in the lives of juniors and seniors who share his same entrepreneurial spirit.
Jay began his career in finance in Huntsville, Alabama, while Hilde finished her marketing degree at the University of Alabama in Huntsville. Jay and Hilde enjoy life with their son, Axl, daughter, Lorelai, and a tabby named Titan. They are members of Twickenham Church of Christ. When he is not working, Jay used to enjoy golfing, wakeboarding along the Tennessee River and traveling — but then they had kids. Now, he spends most of his free time playing chase, hide and seek or just wrestling on the floor, and he wouldn’t trade it for all the golf in the world.
Kelly Moise — Senior Partner
The goal at Vector Wealth Strategies is always to provide you with guidance and assistance, as you transition from success in your career to significance in your retirement. Kelly and the Vector Wealth Strategies team go beyond the traditional financial advisor role. Before she worked in financial services, Kelly owned a gymnastics training center and coached nationally ranked gymnasts. Using her skills as a coach, counselor and mentor, Kelly is particularly gifted at helping you craft a clear vision for your retirement and developing the financial plan to get you there.
Kelly and her husband, Patrick, were married in 2002 and have three children — Chelsea, Kieran and Aimee. They enjoy traveling; and some of their favorite locations have been Paris, Dublin and southern Spain. They visit Glacier National Park every year and love hiking. Kelly also serves on the leadership council of the Women’s Philanthropy Society and the Irish Society of North Alabama where she helps plan the annual St. Patrick’s Day parade. But if you think you are getting any of her special Irish cupcakes, think again. Those special treats are for authentic kilt-wearing men only.
Most recently, Kelly lost her mind, and over 75 pounds followed when she started competing in ultra trail races of distances exceeding 30 miles in a single event. This special level of insanity to sign up for such endurance races, along with a great nutrition coach from StrongerU, have helped her and Patrick to lose over pounds 130 pounds between them (roughly the current weight of their teenage son Kieran). She’s truly half the woman she used to be.
Joshua Jordan — Senior Partner
The goal at Vector Wealth Strategies is always to provide you with guidance and assistance, as you transition from success in your career to significance in your retirement. Joshua has
more than a decade of experience specializing in financial and estate planning, investments, wealth management and retirement planning. He will use that experience to help guide you through the financial planning and investment decision making processes that are integral to turning your second half goals from dreams into reality
A Mississippi native, Joshua is leading Vector’s expansion into the Magnolia state. He brings a servant-hearted approach to everything he does as a financial advisor, husband, father and deacon in his church. Joshua and his wife, Meredith, have an eight-year-old son, Miles, and a five-year-old labrador, Samson. The trio enjoy a variety of outdoor activities including fishing, hiking, swimming and kayaking. They also love cooking, music, traveling and attending sporting events. Much to Jay’s dismay, Joshua is a graduate of the University of Mississippi and a huge Ole Miss fan. But at least now between the Vector teammates, they’ve got you covered whether you say “Roll Tide,” “War Eagle” or “Hotty Toddy” — and to be clear, those are football references, just in case you weren’t blessed to be born in the SEC.
Nick Jackson — Associate Advisor
Nick is a graduate of Freed-Hardeman University, where he graduated with a BBA in Finance and an MBA. FHU is also where Nick met his wife, Mackenzie, who is a second-grade teacher at Madison Academy. While Nick was at FHU, he was involved in many extracurricular activities, including serving as a mission trip coordinator and as the portfolio manager for The Clayton Investment Team, a student-led investment portfolio of one million dollars. Nick and Mackenzie are also active members at the Madison Church of Christ.
Nick is proud to say he was one of the first to go through the intern program at Vector where he learned more about the industry and how Vector serves its clients and the surrounding community. In his free time, you can find Nick spending time with family, having fun on the golf course, watching whatever sports event is on, and rolling with the tide in the fall.
Lead Relationship Manager
Dana Jones — Operations Manager
If you have spent any time around the Vector team, you know that Dana Jones has always run the show. In her new role as Operations Manager, she is now able to develop and lead the rest of the support staff and interns in providing you with the level of service that Vector is famous for. As a former caregiver for her mother and father, Dana understands the struggle that many retirees face as they become caregivers for their own aging parents. She is an invaluable resource when this inevitable fact of life comes to bear. Whether you are communicating with former employers to request a rollover or coordinating follow up for your financial plan with your attorney or CPA, Dana assures that the team will communication and facilitate appointments to provide you with the highest quality of customer service you expect and deserve.
Dana was born and raised in Morgan County, where she completed her AAS in quality control technology in 2001. She currently lives in Lawrence County but is working to relocate to Madison County. In the past, she has volunteered with AMBUCS, an organization that provides physical therapy to individuals with handicaps and wounded veterans. Presently, she is serving on the board for United Way of Lawrence County. Now that she is no longer in the caregiver role, she is working toward a healthier version of herself. Outside of work, she enjoys painting, and do-it-yourself projects such as refurbishing old furniture into new.
Lead Relationship Manager
Josh Shoemaker — Service Coordinator
Josh will be your point person for ongoing account servicing. He helps prepare the advisors for your plan review meetings and handles important details, like investment withdrawals— getting the money you’ll need for that retirement cruise you have been looking forward to all year. Trained as a minister in college, he has an outstanding level of patience and understanding to help you work through the most tedious of service needs. When your CPA calls asking for last minute tax documents you forgot to turn in, you’ll be glad for Josh’s calm demeanor and efficient expertise in quickly finding exactly what you need.
Josh grew up on his family’s farm in Greenhill, Alabama. He earned his bachelor’s degree from Freed-Hardeman University in 2009 and soon after married Britney. They live in Hazel Green, Alabama, with their cat, Zeke. They are members of the Rock Family Worship Center in Huntsville, where Josh and Britney are heavily involved in leading the Celebrate Recovery ministry and also serve as a life group leaders. When he’s not at work, Josh is an accomplished fitness instructor and also enjoys traveling with Britney.
Hilde Dryden — Marketing Coordinator
Also known as the coordinator of fun, Hilde uses her UAH Marketing degree to make sure you enjoy the relationship with Vector Wealth Strategies. Besides managing the bookkeeping for the office, Hilde plans the parties and events that are a big part of who we are at Vector Wealth Strategies. From the referral party in the spring to our casino night fundraiser in the fall, Hilde helps you connect with the team socially to strengthen and build long-term relationships that go far beyond the numbers.
Hilde began her education at Freed-Hardeman University. After she married Jay in 2001, they moved to Madison County where she continued her education at UA Huntsville, graduating in 2003. They are members of Twickenham Church of Christ in Huntsville, where she is involved with the ladies’ ministry. She is also a perennial Tour of Champions qualifier for her work with the Walk MS Huntsville fundraiser for the National Multiple Sclerosis Society. To date, her MS team has raised over $130,000 for patients like Hilde who suffer from MS.
Outside of the office, Hilde used to enjoy playing with the ladies’ golf groups at the Ledges Country Club and Valley Golf. But in 2015 Hilde and Jay welcomed their son, Axl, into the world, with daughter, Lorelai, following in 2018. So, most of her free time is now spent hiding in her closet with her favorite box of cookies — you other moms know exactly what that’s all about.
Make a Difference
Partnering with Vector Wealth Strategies makes your community better.
4/22/2020 There really is a first time for everything! We just had our first virtual grant presentation with The Community Foundation of Greater Huntsville and it was a blast! We...
CONCORD, CA – February 24, 2020 – AssetMark, Inc., a leading provider of innovative investment and technology solutions, announced today six honorees as recipients of its seventh...
HUNTSVILLE, Ala. — (Dec. 4, 2019) — The Association of Fundraising Professionals North Alabama Chapter has named Jay Dryden and Kelly Moise, of Vector Wealth Strategies,...
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Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.