Our History

Maverick Financial was founded to deliver personalized, value-driven financial planning with a focus on legacy and long-term impact. The firm’s foundation reflects the team’s entrepreneurial spirit and commitment to community-centered service.

Vincent Montenegro, CFP^®, CEPA^®, brings over a decade of experience in financial planning and insurance, with a reputation for clarity, accessibility, and multi-generational strategy.

Jeff Nunes, CEPA^®, is known for his integrity and dedication to financial education, with a strong background in insurance and client advocacy.

Bellann Hyten, CPFA™, has built a career championing financial literacy and strategic planning through leadership roles in financial services.

Harry Grant, CPFA™, NQPA™, rounds out the leadership team with deep operational experience across small businesses and financial services. His focus on business lifecycle planning and fiduciary guidance, in advisory relationships, reflects Maverick’s commitment to empowering entrepreneurs and families alike.

Together, they blend technical expertise with a shared mission to build enduring financial legacies.