Vanderbilt is happy to announce our newest Financial Professional, Kenneth G. Tavernier! Ken is joining us from San Jose, CA. Ken has 20 years of experience in financial services and holds his Series 7 and 63 licenses. As the President of Tavernier Wealth Management, he specializes in financial planning for individuals and families.
Vanderbilt is happy to announce a recent addition, a Financial Professional and a new member of our Leadership & Advisory Council, Jennefer Walsh, CFPⓇ! Jennefer is joining us from Arvada, CO. Jennefer has 19 years of experience in financial services. She is licensed as a Certified Financial Planner™ and carries her Series 7 & 66 licenses. As the President and Owner of Walsh Financial Solutions, she is committed to serving the financial needs of individuals and families.
Vanderbilt is happy to announce one of our newest Registered Representatives, Stephen D. Vallender, CFP®! Steve is joining us from Henderson, NV. Steve has 18 years of experience in financial services and holds his Series 7 and 66 licenses, and is a Certified Financial Planner™. As the Co-Owner of National One Advisors, he specializes in tax preparation & planning, asset management& protection, estate planning, and charitable giving.
Vanderbilt is happy to announce one of our newest Financial Professionals, Scott R. Mrozek, of National One Advisors! Scott is joining us from Henderson, NV. Scott has over 31 years of experience in financial services and has his Series 6, 7, 22, 63, 65 & insurance licenses. He is the Co-Owner of National One Advisors, specializing in asset management & protection, tax preparation & planning, estate planning, charitable giving, and portfolio design.
Vanderbilt is happy to announce our newest Investment Adviser Representative, James B. Plummer! Jim is joining us from Wesley Chapel, FL. He has 18 years of experience and was most recently with ILG Private Wealth.
Vanderbilt is happy to announce our newest Financial Professional, Joshua J. Hattig CFP®! Josh is joining us from Longmont, CO. Josh has 25 years of experience in financial services. He is licensed as a Certified Financial Planner™ and holds his Series 6, 7, and 63 licenses. As the President of Hattig Financial Company, his business specializes in comprehensive retirement income planning and wealth management, social security maximization, and tax efficiencies for individuals and families, ages 40 and older, with 500k+ investable assets.
Vanderbilt is happy to announce our newest Financial Professional, Trevor R. Randall CFP®, MSPFP, RICP®, of Randall Wealth Group! Trevor is joining us from Long Beach, CA. Trevor has 10 years of experience in financial services. He is licensed as a Certified Financial Planner™ and carries the Retirement Income Certified Professional® designation. He is the President and CEO of Randall Wealth Management Group, specializing in creating personalized retirement income plans for individuals close to or in retirement
Vanderbilt is happy to announce our newest Financial Professional, Andrea Steiner! Andrea is joining us from Incline Village, NV. Andrea has over 20 years of experience and holds the FINRA Series 7 and 66 licenses. She also holds her Life/Health and Annuities licenses. She is the Founder and Managing Director of Sequoia Wealth + Risk Management which specializes in wealth and risk management for individuals, families, businesses, non-profits, and foundations.
Vanderbilt is happy to announce our newest Financial Professional, Jeffrey J. Brown, AIF®, BFA™, CLU®, ChFC®, CFP®, of Brown Advisory Group, LLC! Jeff is joining us from East Providence, RI. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary™, and has taught Financial Planning at Bryant University’s Executive Development Center. Additionally, Jeff has over 33 years of experience, has been the owner of an Investment Advisory firm for more than 15 years, and has more than 25 years of experience operating an OSJ as a Registered Principal. He was most recently with Triad Advisors. He has his Series 7, 24, and 65 licenses and specializes in personal coaching and behavioral finance.
Vanderbilt is happy to announce our newest Financial Professional, Christopher R. Sharry CFP®, Esq. of Visper Wealth! Chris is joining us from Worcester, MA. Chris is a CERTIFIED FINANCIAL PLANNER™ with 7 years of experience in financial services and 18 years as an estate planning attorney. He was most recently with The Patriot Financial Group. He has his Series 65 license and his Juris Doctorate. He is the co-founder and owner of Visper Wealth Management, specializing in special needs planning and wealth planning.
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