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.
Founding Partner, Financial Advisor
Partner, Financial Advisor
Partner, Registered Representative
Senior Investment Professional
Director of Operations
Client Service Manager
Client Service Manager, Office Manager
Director of Finance
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.
For individuals, we offer investment, financial & retirement planning services, as well as retirement plan management for businesses and their employees.
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.