Verity Wealth Partners

Hiring anyone to help you understand your finances better is a win for everyone. Your financial team can provide advice to help you pay less in taxes and keep more of what you earn when they understand your entire financial picture and how it all fits together.

I love the people and relationships we form. When someone works with me and my team, we're often discussing aspects of life that are seldom shared with others, no matter how close. This is rare-air and a part of why I love what I get to do every day!
I work with individuals, couples, and families to create confidence and peace of mind in their financial lives through strategic planning. I consider it both a privilege and rare opportunity to get to know my clients on a personal level—and witness as they live out their deepest held values and aspirations.

I wanted to have more influence on how my clients were treated regardless of the number of assets we managed. I think financial planning is something EVERYONE needs and shouldn't be exclusive to the wealthy minority. I wanted to be able to work with clients no matter where they were located and have the right tools to serve them virtually.
Here's some more on my background: I transitioned into financial services at a Detroit-area hedge fund where I wore a number of hats as controller, COO and compliance liaison. After this, I held roles as a chief operating officer at another registered investment advisor serving ultra-high-net-worth families and institutions. Prior to starting Verity Wealth Partners, I was an advisor at a Detroit-Metro registered investment advisory firm for four years. My desire to spend more time with my family, engage clients on a deeper level, and make a greater impact in the city of Detroit led me to found Verity Wealth Partners in February 2020. If I'd known everything that was about to happen that year, I may have made a different choice. However, I'm glad what was about to unfold was still a mystery - it allowed me to take the leap and I've never been more fulfilled in my professional life.

You're going to have a great experience, get a crazy amount of value from our planning process and likely will have more assets in less time if you work with me.
But here are a few other reasons:
1. I'm a CFP® Professional: As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, I meet the highest standard of financial planning education, training and ethics.
2. Both the firm, and I as a CFP® Professional are fiduciaries: Our fees are straightforward, and we don’t earn commissions on the advice we provide. In fact, being a fiduciary means our recommendations are legally required to be in your best interest.
3. We take a life-centered approach to planning: Learning your story and what matters to you is at the core of our process. In this way, we craft personalized strategies tailored to your situation and what you aspire to achieve.

Absolutely - founded in February of 2020, we have all the tools needed to meet virtually and provide comprehensive account reporting including real-time performance via our client portal.

Due to our early 2020 founding, we have been in Covid-19 protocol since inception. We generally meet virtually in order to keep our clients safe and have designed our standards for in-office meetings (when requested) to adhere to the CDC guidelines for social distancing.