Our Team

We’re a national group of financial, tax, and
legal professionals working in sync—focused on building clear, durable strategies for the people we serve.

Each member brings deep expertise and a shared commitment to thoughtful planning, careful execution, and long-term trust. We don’t just collaborate—we operate as one team, aligned around your goals.

Do Better. Get It Together With Vertis.

Tax, wealth, and legal finally speak the same language—because we put them in the same room.

Executive Team

Financial Advisors & Wealth Management

Client Services & Account Management

Health Care

Legal

Operations