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
Brian Welch
CFP®
Vice President
Susan Cornett
CPA
Vice President,
Director of Human Resources
& Corporate Finance
Alana Hunt
Senior Client Service Associate & Firm Technology Coordinator
Lisa Harris
Senior Client Service Associate & Account Coordinator
Dawn Chenault
Senior Client Service Associate & Billing Coordinator
Theresa Sims
Client Service Associate
Kathy Allen
Client Service Associate
Carter Cosgrove
Client Services Associate
Michelle Orellana
CFP®
Senior Financial Planner
Kristin Lindsay
CPA, CFP®
Senior Financial Planner
Sloan Chittenden
Financial Planner
Tyler Snow
Financial Planner
Lindsey Hadfield
Investment Specialist & Tax Professional
Jake Fram
CFP®, CPA
Tax Manager & Senior Financial Planner
Melissa Mann
Senior Tax Planner & Tax Technology Coordinator
Marcy Kozlowski
Senior Tax Planner

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.