OUR PUERTO RICO TEAM
Bio coming soon.
Richard Nummi
Chief Compliance Officer
Richard Nummi
Chief Compliance Officer
Richard (“Rick”) M. Nummi has served as a compliance consultant to Accelerated Wealth Advisers since 2019. In September of 2022, he accepted the role of Chief Compliance Officer. Prior to his affiliation with Accelerated Wealth Advisors, he was managing the securities compliance consulting firm, Nummi & Associates. Nummi & Associates, founded in 2005, performed broker/dealer and investment advisor risk assessment reviews, mock regulatory audits and branch office inspection/reviews. He has represented numerous clients before the SEC and FINRA proceedings. Rick has been a frequent guest speaker at numerous securities industry conferences on various investment advisor and broker/dealer compliance and regulatory topics and has a twenty year career working with clients on a myriad of compliance issues. Prior to founding Nummi & Associates, Rick was a Senior Attorney at the Office of Compliance Inspections and Examinations (“OCIE”), a Division of the Securities and Exchange Commission (SEC). Previous to that, he served as VP, CCO and General Counsel at several major financial services firms.
Rick holds a Juris Doctorate from The Stetson University College of Law, a Bachelors Degree from The Virginia Wesleyan University and an Associates Degree from Columbia. He served with distinction in the United States Navy for 13 years in the Naval Aviation and Naval Intelligence areas.
Sloane Herman
Chief of Operations
Sloane Herman
Chief of Operations
Sloane started with Accelerated Wealth in 2014 as the Client Relations Manager and Event Coordinator. After a decade of service, she is now the Chief Marketing Officer of Accelerated Wealth.
Sloane prides herself on the excellent relationship she has built with our clients, and she is passionate about maintaining genuine relationships with every client she meets. She also thoroughly enjoys implementing marketing campaigns, managing multiple marketing strategies for businesses and planning events.
Sloane is also a successful Interior Designer, having founded Times Ten Design in 2020. She has been featured on HGTV and the Colorado Springs Business Journal for her work.
Luke Vanzo
Lead Senior Wealth Advisor
Director of Business Development
Luke Vanzo
Senior Wealth Advisor
Luke Vanzo is our Lead Senior Advisor at Accelerated Wealth. Luke graduated from Michigan State University in 2002 with his B.A. in Business Finance. Drawing on 20 years’ experience in the industry, he has spent time at New York Life as a Partner and Investment Product Consultant overseeing some of the largest investment offices in the company; followed by becoming the Vice President for Business Development for Market Guard, a top tier investment platform Accelerated Wealth utilizes for our clients.
Luke’s experience and expertise have always revolved around the conference room table solving some of life’s most challenging financial hurdles.
Now, Luke feels honored to assist clients with their financial planning needs and implementing strategies to ensure a confident financial future at Accelerated Wealth.
Whether he’s serving clients or the youth in his charge as a Youth Pastor, He holds firm to his personal mission statement of “Helping people get from where they are to where they ought to be.”
Luke resides in Castle Rock, Colorado with his wife Nicole of 23 years and three boys Elijah, Ari and Kai.