Joining you every step of your journey, our team will help you define your personal objectives and expectations to craft an actionable plan to achieve a financially secure future.
Feel empowered to make decisions and seize the opportunities that allow you to focus on the things you love, whether it’s spending more time with your family, exploring new destinations, or giving back to your community.
The world of financial planning can be challenging but also offers life changing opportunities. Join Vim Capital on a journey to inspire your financial future.
Iuliana Keyes
MBA – Financial Advisor
Iuliana’s expertise lies in helping individuals, families, and small businesses with investment management, retirement needs, college planning, and wealth transfer.
Iuliana helps her clients to envision a destination or desired outcome then uses her financial expertise to address planning challenges and identify a strategic path to achieving their goals.
Through outstanding service and commitment to excellence, Iuliana’s unwavering focus on her clients’ needs has established a robust clientele base that continues to grow.
Iuliana resides in Detroit with her husband and children, where she is an active member in her community. She serves as a Board Member for the non-profit healthcare clinic, FernCare, which provides medical services to uninsured individuals.
Licenses & Accomplishments
— Law Degree
— MBA Series 7, 63 and 65 registered
— FernCare Board Member
Favorite food:
Mediterranean. But really, it’s about the experience.
What do you love about Detroit?
Arts, architecture and the history.
How do you relax?
I love to travel, garden and dance.
Elizabeth Cacaj
Director of Operations
Elizabeth is the go-to person for all the office’s client service needs.
She joined our firm in October 2018 and has proven her worth time and time again. When she isn’t assisting clients or keeping our office agenda in check, she is creating memories with her husband and two sons.
In addition to being inspired by cooking shows, she appreciates a chilling ghost story and thrives on soul-fulfilling adventures.
Licenses & Accomplishments
— BBA from Rochester College
— Notary Public
Spirit animal:
A lion. They are tenacious, strong and cannot thrive without their pride/community.
How do you relax?
Baking. It’s my version of meditation. I turn on some music in the kitchen and go into a sort of trance, until the fire alarm goes off.
Something unknown about Elizabeth:
I wanted to be a meteorologist. Not your local news channel reporter, but the nerdy girl in a dirty Jeep chasing storms. Think more along the lines of Helen Hunt in Twister.
Adriana Micu
Office Coordinator
Adi joined the firm in 2021 to help organize and digitize the client experience.
Her attention to detail and ability to keep things in order has also helped add another layer of quality control to Vim’s daily workings. With her extensive business management experience, she will be leading the charge in ensuring compliance for each client that we engage.
In Adi’s spare time, she enjoys diverse culinary experiences while on her travels within the US and abroad. She also enjoys spending quality time with her family and friends.
Adi’s experience moving to the States:
I moved here in 2007 without knowing any English. Every day in the US is an opportunityto learn a new language and learn about the world of investing.