Dave Kozlowski
CFP®, EA, AIF®
President
Ed Hoppe
CPA, PFS, AIF®, CFP®
Senior Vice President
Julie Waitman
CSCP®, AIF®, IACCP®
Senior Vice President,
Chief Compliance Officer
Will Lagos
CFP®, CHFC®, EA, AIF®
Senior Vice President
Mike Albano
CPA
Vice President
Rachel Meredith
EA
Vice President,
Director of Tax Services
Brian Welch
CFP®
Vice President,
Director of Client Services
Alana Hunt
Firm Administration & Technology Coordinator
Lisa Harris
Associate
Susan Cornett
CPA
Director of Human Resources
& Corporate Finance
Dawn Chenault
Billing Specialist
Theresa Sims
Associate
Michelle Orellana
CFP®
Financial Planner
Kristin Lindsay
CPA, CFP®
Financial Planner
Sloan Chittenden
Financial Planner
Lindsey Kozlowski
Associate Financial Planner
Melissa Mann
Associate Tax Preparer
Kathy Allen
Tax Services

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Verus is engaged, or continues to be engaged, to provide investment advisory services.