Our Team

OUR CFP ADVISORS & WEALTH MANAGEMENT TEAM 

J. Corey Vertich
J. Corey Vertich
CFP®
A. Scott White
A. Scott White
CFP®
Shane Carrier
Shane A. Carrier
CFP®
Tom Uhler
Tom Uhler
Co-Founder, UVWA Branch Manager, RJFS
Rebecca J. Pardue
Rebecca J. Pardue
Director of First Impressions
Jennifer Brown
Jennifer Brown
Registered Client Services Associate
Christine Casale
Christine Casale
Registered Financial Services Associate
Janelle M. Lewis
Janelle M. Lewis
Registered Financial Services Associate
Wendy Duncan
Wendy Duncan
Client Services Associate
Gary J. Geston
Gary S. Geston
Client Information Analyst
Bryan Fiore
Bryan Fiore
COO, CCO, UVWA Branch Manager, RJFS
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.