Broker Check

Meet Our Team

Teamwork to Help You Live Greater

Our focus on team is part of everything we do—from our team-based client service approach and collaborative work environment to an emphasis on the continual development of our team members. We treat everyone like family should be treated and believe that a supportive work environment is key to providing the superior service our clients have come to expect from us.

All of the Advisors at VLP are Certified Financial Planner™ (CFP®) practitioners and are committed to partnering with clients like you to help you align your financial decisions with your needs and goals. They’re passionate about helping you live greater today and in the future. Meet our team and find out what “live greater” means to each of our team members.

Bruce Vaughn

Bruce D. Vaughn CFP®, AIF®

Founding Partner, Financial Advisor

Rose Price

Rose M. Price CFP®, AIF®

Partner, Financial Advisor

Daniel Lash

Daniel P. Lash CFP®, AIF®

Partner, Financial Advisor

Chris Mellone

Chris Mellone CFA, CFP®, AIF®

Partner, Financial Advisor

Melissa Chaniyara

Melissa Chaniyara

Partner, Registered Representative

Dean Tsantes

Dean Tsantes

Registered Representative

Sean Beznicki

Sean Beznicki

Senior Investment Professional

Sherri  Rosenberg

Sherri Rosenberg

Client Service Manager

Keri  Baldino

Keri Baldino

Client Service Manager, Office Manager

Cindy Alexander

Cindy Alexander

Portfolio Manager

Andria Pasquel

Andria Pasquel

Client Service Manager

Joy Urban

Joy Urban

Client Service Manager

Marie Rugen

Marie Rugen

Client Service Manager

Our Approach

At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.

Our Approach

About Us

For individuals, we offer investment, financial & retirement planning services, as well as retirement plan management for businesses and their employees.

Our Firm

Contact Us

Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.

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