Meet Our Team | Vero Advisory's Wealth Building Experts

The people behind the plan.

Built for entrepreneurs · Grounded in truth

Most business owners don't need more advice.
They need advice that works together.

Your relationship is led by one trusted advisor who understands your business and your goals — coordinating with the professionals involved in your financial life and bringing the right expertise into the conversation when it's needed.

One relationship. One coordinated strategy.
Built around you.

^{Meet The Team}
Who You’ll Be Working With

Leadership

Brian Rosenbaum, CFP®

Senior Advisor, President, CEO

Jackie Bradley

Chief Operating Officer

Gary Melnick, CLU, ChFC

Partner Emeritus, Founder

Client Experience

Kia Redd

Senior Paraplanner

Cici Chen

Director of Operations

Planning Team

Josh Darnell

Planning Associate: Insurance Specialist

joshua@veroadvisor.com

Paige Meenan

Client Service Associate

paige@veroadvisor.com

Emily Rosenbaum

Client Service Associate

emily@veroadvisor.com

Meet the Team