Vanderbilt is happy to welcome one of our newest Financial Professionals, Deanna O’Neal, AFC®. Deanna is joining us from Silverdale, WA.

Deanna is an Accredited Financial Counselor® and has been in the financial services industry for over 20 years. She earned her bachelor’s degree in Accounting, Finance, and Business Management from the University of North Carolina at Wilmington. After graduation, she started as a commodities trader working with energy futures on the NYMEX. A few years later, she transitioned to the non-profit realm running a field office in Japan providing U.S. military members and their families with financial literacy education and financial assistance.

Vanderbilt is happy to welcome one of our newest Financial Professionals, Leah Siegel. Leah is joining us from Woodland Hills, CA.

She has 11 years of experience in financial services. Her passion is helping families reach their financial goals and protect their assets along the way. Additionally, she is a mentor to other financial professionals in the industry, so they too can design a life they love and deserve!

Vanderbilt is happy to welcome one of our newest Financial Advisors, Tammy Taylor. Tammy joins us from Woodland Hills, CA.

Tammy has 7 years of experience in financial services. In her business, she seeks to help educate individuals from all walks of life about financial matters of impact while providing modern resources and updates to financial professionals. She believes many people may have goals and aspirations to become financially independent and is committed to helping her clients do just that.

Vanderbilt is happy to announce one of the newest additions to the firm, Financial Professional, Elan N. Michael! He is joining us from Calabasas, CA.

Elan has 20 years of experience in financial services and is the CEO and founder of Impact Leadership Network, Inc. He is a licensed financial advisor, speaker, and mentor. He has been teaching individuals, families, and business owners about how money works.

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.”