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Verus Financial Partners

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Our Team

Meet a team with servants’ hearts.

Each one of us brings a special expertise, experience, and knowledge to the table. So we’re ready to use our skills to create a plan that’s right for you. More importantly, we treat our clients like we would treat our own family.

Dave Kozlowski
CFP®, EA, AIF®
President
Ed Hoppe
CPA, PFS, CFP®, AIF®
Senior Vice President
Julie Waitman
AIF®, CSCP®, IACCP®
Senior Vice President,
Chief Compliance Officer
Will Lagos
CFP®, CHFC®, EA, AIF®
Senior Vice President
Mike Albano
CPA
Vice President
Rachel Meredith
EA
Director of Tax Services
Brian Welch
CFP®
Director of Client Services
Alana Hunt
Associate
Lisa Harris
Associate
Susan Cornett
CPA
Controller
Mike Powers
CPA, PFS, CFP®, AIF®
Vice President
Ben Raikes
CFP®
Senior Financial Planner
Dawn Chenault
Billing Specialist
Theresa Sims
Associate
Michelle Orellana
Financial Planner
Kristin Lindsay
CPA
Financial Planner
Alex Damm
Financial Planner

Verus Financial Partners

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  • Client Login
    • View Your Investment Portfolio
    • View Your Financial Plan
    • Send a Secure Message
  • Our Approach
  • Our Services
    • Financial Planning
      • Investment Management
      • Financial Advising Fee Structure
      • Tax Advisory & Preparation
  • Our Team
  • Contact

© 2019 Verus Financial Partners. All Rights Reserved.

Verus Financial Partners
9030 Stony Point Parkway, Suite 160
Richmond, VA 23235

(804) 592-3465


9030 Stony Point Parkway, Suite 160 Richmond, VA 23235

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