Testimonials

What Vera's Clients Are Saying

Vera starts every meeting by asking me "what's happening in your life", like a friend who wants to understand you, but her motivation is that she's listening and using the knowledge to build a plan that considers every detail of your life.
Wendy Armstrong

Vera is the 4th advisor we've worked with, and the first one who looks at our whole financial health - not just our investments - but also our mortgage, life insurance, budgeting. It's important because we were paying for duplicate coverage in some cases, or didn't have coverage that we thought we had.
Bonnie Rankin and Scott Crossley

Before I hired her to be our professional advisor, I had worked with Vera on a committee. I knew that she was a hard-working and sincere individual. I also knew from her background, being a single mom and going through a career transition, that she was a very resourceful person to have managed her own challenges and come out very successful. Perhaps that's why she's so understanding but at the same time, very proactive.
Carol Carty

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