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
Rachel Meredith
EA
Vice President,
Director of Tax Services
Brian Welch
CFP®
Vice President,
Director of Client Services
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
Michelle Orellana
CFP®
Financial Planner & Team Lead
Kristin Lindsay
CPA, CFP®
Financial Planner
Lindsey Kozlowski
Associate Financial Planner
Sloan Chittenden
Financial Planner
Austin Hubbard
CFP®
Financial Planner
Melissa Mann
Senior Tax Planner & Tax Technology Coordinator
Marcy Kozlowski
Senior Tax Planner
Kathy Allen
Client Service Associate

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.