Vanderbilt is happy to announce one of our newest additions, Financial Advisor, Ryan L. Bodin, CKA®, AAMS®, CPFA®! Ryan is joining us from Wayzata, MN.

Ryan has 23 years of experience in financial services. He carries his Series 4, 7, 31 & 66 licenses. Additionally, he is a Certified Kingdom Advisor®, Accredited Asset Management SpecialistSM and a Certified Plan Fiduciary Advisor. The Owner of Total Benefits Solutions Inc., where he specializes in helping families and individuals understand their money situations and accomplish their goals. This includes Retirement, college, personal estate, and wealth transfer planning. He also focuses on business insurance, employee retention, and succession planning.

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Dr. Nicole B. Simpson, CFP®. She is joining us from Piscataway, NJ.

Nicole has 32 years of experience in financial services. She carries her Series 7, 63 & 65 licenses, as well as her Life & Health Insurance licenses, and is a Certified Financial Planner™. In 2007, Nicole founded and now serves as CEO of Harvest Wealth, a financial investment firm specializing in legacy planning, clergy compensation, and solo practitioner advising.

Vanderbilt is happy to welcome one of our newest Financial Professionals, Steven W. Loerke. Steven is joining us from Redwood City, CA.

Steven has 23 years of experience in financial services. He is the Founder and President of Redwood Advisory Group. Steven provides financial planning and investment advisory services to a select group of executives, entrepreneurs, and other successful individuals and families.

Vanderbilt is happy to welcome one of our newest Financial Advisors, Jackie E. Cisco! Jackie is joining us from Elmira, NY.

Jackie has 5 years of experience in financial services. She carries her Series 7 & 63 licenses, is a licensed insurance agent for Life, Accident, and Health insurance, and is a Commissioned Notary Public and registered tax preparer. She is currently a Licensed Assistant and Tax Practitioner at Williams Capital Corporation, a firm that seeks to integrate the disciplines of tax, investments, and insurance into a comprehensive plan designed to meet the needs of individuals, families, and small businesses.

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Lynn C. Williams, Esq., CFP®! Lynn is joining us from Elmira, NY.

Lynn has 33 years of experience in financial services. She carries her Series 7, 24 & 63 licenses and is a Certified Financial Planner™. In Addition to those licenses, she is also a licensed insurance agent for Life, Disability & Long-Term Care Insurances in NY and PA. She is the Owner of Williams Capital Corporation, a firm that seeks to integrate the disciplines of tax, investments, and insurance into a comprehensive plan designed to meet the needs of individuals, families, and small businesses.

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Frankie R. Brin, MBA, ChFC®! Frankie is joining us from Fruitland Park, FL.

Frankie has 27 years of experience in financial services. He carries his Series 6, 7 & 63 licenses while also being a Chartered Financial Consultant. He is the President of Brin Financial, specializing in working with retirees or those close to retirement, and to a lesser extent, small businesses. Frankie chooses to work with retirees because “it feels so much more personable and enjoyable.”

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Samantha J. Lompado! Samantha is joining us from Pennington, NJ. Samantha has 12 years of experience in financial services. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.

Samantha has 12 years of experience in financial services. She carries her Series 6, 63, 65, Life Insurance, and DI licenses. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.

Vanderbilt is happy to announce our newest Sr. Investment Professional, Kevin M. Murphy! Kevin will be working out of our Woodbury, NY office.

Kevin has 40 years of experience in financial services. He carries his Series 7, 55, 63 & 65 licenses. He is committed to helping families with investments, taxes, estate planning, college savings accounts, insurance, and retirement.

Vanderbilt is happy to announce one of the newest additions to the firm, Sr. Wealth Advisor, David Lau! David is joining us from Santa Clara, CA. David has 20 years of experience in financial services.