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Meet The Team
The team behind Vitality Investments is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Victoria Larson CEO and Investment Adviser Representative
Victoria is committed to teaming up with you to build a financial plan for a lifestyle without compromise.
Before launching Vitality Investments, Victoria was an insurance executive and agency owner with Allstate Insurance for 15 years. She developed and nurtured relationships with her client base that set a standard of excellence, quality service, trust and integrity. In early 2016, after growing her agency from nothing to more than $7.5 million in annual premiums, Victoria decided to sell her ownership stake to investors and start her own firm.
Victoria practices focuses on designing comprehensive retirement plans utilizing a variety of different investment portfolios as well as insurance solutions such as proper life insurance planning and long-term care programs to help address three common risks in retirement: market volatility, taxes and long-term care.
Victoria uses her extensive experience and knowledge of insurance and business management to inform, help protect and legacy her clients and help them to ensure their personal financial and legacy needs are pursued.
Victoria has passed the Series 6, 63 and 65 securities exams and holds life and health insurance licenses. She is a graduate of DePaul University with a bachelor’s degree in marketing.
In her free time, Victoria likes to spend time with her children and two grandchildren. She loves cooking, traveling and cycling.
Heather Pariseau Operations Manager and Investment Adviser Representative
Heather is an Investment Adviser Representative and Licensed Insurance Professional with Vitality Investments. She had previously launched her career in financial services as a Registered Representative for New York Life. Prior to helping people design ways intended to grow and enjoy their retirement savings, she helped people plan, for many, the most important day of their lives.
Heather spent two decades in the wedding and events industry as an event planner, coordinator and sales manager for a prestigious country club in Rhode Island. Her passion to truly know her clients and understand their vision and goals, combined with her passion and dedication for providing exceptional customer service, brought tremendous joy and lasting memories to all. These attributes serve her well in helping clients develop plans intended to confidently achieve their vision for retirement.
Heather was born and raised in Rhode Island and made the move to Sarasota in 2020 to be closer to her family. Her hobbies include jogging, cycling, paddle boarding, and her recent re-discovery of the joy of roller skating. As an avid reader and occasional artist, she enjoys relaxing with a good book and being creative with a paint brush.
Caprice Torrisi Client Relations Manager
Caprice Torrisi is the Client Relations Manager for Vitality Investments and serves as the direct contact for prospective and existing clients. Caprice’s marketing and strategy expertise spans multiple business factions. Her skills have been called upon to develop brands and businesses, from start-ups to industry leaders. She is an organized professional with twenty-plus years of experience helping grow multi-million-dollar companies, primarily in the consumer goods sector.
Born and raised in Hawaii, Caprice spent most of her childhood traveling and living abroad, including studying in Nice, France. She graduated from the University of Hawaii with a degree in Fashion Design & Merchandising. She began her career as an Associate Buyer for Burlington Coat, where she was responsible for leading marketing analysis to determine shifts in trends, developing partnerships with suppliers, negotiating competitive contracts, and managing purchasing budgets.
Caprice recently moved to the Sarasota area, leaving the cold of New England behind to enjoy the Florida sunshine. In her spare time, she enjoys sampling some of Florida’s cuisine with her husband, traveling with her sister around the globe, hiking, cooking, and caring for the newest addition to the family, a rescue pup named Brady.
John Piotrowicz Insurance Professional & Managing Director
John is a Licensed Insurance Professional who joined our team as an Insurance Professional and Managing Director of our Chicagoland office. He has held an insurance license for 18 years. John studied at Illinois State University where he received his BA and MBA in Finance and Business Management. He went on to be an independent stock trader at the Mercantile Exchange in Chicago. He then shifted his focus to helping others achieve their financial goals. He worked with New York Life and Allstate Financial for the past 15 years helping clients grow their financial future. His passion is educating clients and helping them choose the right path for a strong retirement. John has been awarded MDRT* (Million Dollar Round Table) for the past 15 years running.
John is married with twin daughters still in school. He enjoys spending his free time with his family traveling, boating and taking long drives to find new restaurants, towns and shops. He looks forward to meeting new people and helping them attain their financial goals!
*Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of John Piotrowicz or Vitality Investments, Inc is stated or implied.
Katie Smith Client Relations Associate
Katie is a Client Services Associate here at Vitality. She comes from an extensive background in customer service; including serving as an administrative assistant at a Convention center and has over 8 years in the banking industry. She is currently in pursuit of her health and life insurance licenses. She loves connecting with clients and always strives to make them feel welcomed, valued, and appreciated. Originally from KY, Katie exchanged one southern state for another when she moved to Florida in 2013 with her husband and her two children. She has lived in the Bradenton area, as well as several years along the Emerald Coast in the Florida panhandle. She currently resides in Palmetto and serves alongside her husband as lead pastors of a local church. She now has three wonderful children; and in her free time she enjoys photography, baking, relaxing at the beach, and traveling.
Katie Steffens Client Relations Associate
Katie Steffens is a client relation associate for Vitality Investments. She was born and raised in central Virginia and relocated to the Tampa area in 2001. After trying various careers, she found herself as a bank teller at a local bank. Yearning for more growth, she transitioned to the investment side of the bank and quickly realized she enjoyed the relationship and dream building that came with working with investment professionals and their clients.
In 2017, Katie decided to step away to focus her time and energy on her young growing family. To keep her busy, she started her own business that tapped into her creative abilities. After seven years of being self-employed, she has decided to return to the work force and is excited to share her creative mind and high customer service standards with the Vitality Team.
Katie has been married to her husband Jon for over 17 years and they share 5 active boys ranging in age from 19 years to 7 months old. The family shares their home with 3 pets; a goldendoodle named Ellie, a rescue mixed breed named Shiloh and a Black Swedish duck named Pearl. In her spare time, you can find Katie on the soccer field or basketball court with her family. She also enjoys cooking, baking and photography.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
