Our CFP Advisors and Wealth Management Team

J. Corey Vertich, CFP®

Corey Vertich is a registered Investment Adviser Representative of the firm with the Securities and Exchange Commission, holds the FINRA Series 7, Series 6 and Series 63 licenses and is securities licensed in 23 states. He is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity and Health insurance. Corey was named among Forbes’ Best-In-State Wealth Advisors in 2020 and 2021.*

Corey entered the financial services industry in 1989 and achieved CERTIFIED FINANCIAL PLANNER™ status in 1994. He served as President of the Institute of Certified Financial Planners of Southwest Florida from 1997 to 1999.

Long active in the Boy Scouts of America, Corey is an Eagle Scout and life member of the National Eagle Scout Association and is on the Eagle Board of Review for the Southwest Florida Council. Corey also serves as Treasurer of the Southwest Florida Symphony Orchestra Endowment Foundation board and is 2021 Campaign Co-Chair of the United Way of Lee, Hendry, Glades and Okeechobee Counties.

Corey is a cum laude graduate of Barry University School of Business in Miami. His interests include fishing and boating, international and domestic travel, music, food and wine.

Check the background of this investment professional on FINRA’s BrokerCheck

A. Scott White, CFP®, ChFC®, CLU®, MBA

Your family’s estate, trust, tax, and wealth management needs require a financial advisor who has specialized training, certifications and experience. Scott White helps families with significant net worth develop estate and financial plans.

Scott’s extensive professional credentials include:

• CERTIFIED FINANCIAL PLANNER ™ (CFP®); Certified Financial Planner Board of Standards, Denver, Colorado – 1998
• Chartered Financial Consultant® (ChFC®); The American College, Bryn Mawr, Pennsylvania – 1992
• Chartered Life Underwriter® (CLU®); The American College, Bryn Mawr,
  Pennsylvania – 1991
• Master of Business Administration (MBA); University of Arkansas, Fayetteville, Arkansas – 1986
• Bachelor of Arts (BA); University of Arkansas, Fayetteville, Arkansas – 1984
• Member, Beta Gamma Sigma international business student honor society
• Member, Phi Alpha Theta honor society

Every year since 2006, Scott has qualified for the Raymond James Financial Services Executive Council, out of more than 3,200 Raymond James Financial Services advisors nationwide. Membership is based mainly on prior fiscal year production and requalification is required annually.¹

Interviewed by The Wall Street Journal on utilizing charitable giving within a financial plan, Scott is past president of the. Financial Planning Association Southwest Florida Chapter.  He is past president of the Southwest Florida Chapter of the American Society of Financial Service Professionals, past president of the Estate Planning Council of Lee County, and founding president of the Planned Giving Council of Lee County. He served on the National Committee on Planned Giving’s Leave a Legacy committee. He is frequently featured in the media and his articles have appeared in several print and online journals.

Scott and his wife, Adriana, have two grown children. They live in Fort Myers, where Scott is an active community volunteer. He is a board member of Hope Clubhouse of Southwest Florida, a member of the board for the United Way of Lee County, and an Emeritus Board member for the

Collaboratory formerly the Southwest Florida Community Foundation. Scott is also the past treasurer and an active member of the Fort Myers Rotary Club. The American Red Cross of Lee County honored Scott with its 2009 Legacy Award in for his contributions in promoting and facilitating charitable giving in the Lee County community.

Check the background of this investment professional on FINRA’s BrokerCheck

Shane Carrier, CFP®

Shane Carrier is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping clients achieve financial independence. Originally from Southern California, Shane brings a special perspective to his work, combining his expertise in finance with a background as a professional baseball player for the Minnesota Twins organization. Shane’s journey in the financial services industry began after graduating magna cum laude with a BBA degree from the Jones College of Business at Middle Tennessee State University. As a financial planner, Shane prioritizes building strong relationships with his clients, understanding their individual goals, and providing tailored financial solutions to meet their needs.

With a focus on comprehensive financial planning, Shane guides his clients through the intricacies of investment strategies, retirement planning, estate planning, and risk management. His analytical skills and attention to detail ensure that every aspect of his clients’ financial well-being is carefully considered. Shane is deeply committed to his community, actively participating as a member of the Fort Myers Rotary Club, and serving as the Treasurer for Hope Clubhouse of Southwest Florida. Beyond his professional life, Shane finds joy in exploring the outdoors. Whether it’s relaxing at the beach, fishing in serene waters, or indulging in his culinary skills, he appreciates the balance that these activities bring to his life. Above all, spending quality time with his wife, Katie, is a cherished priority for Shane.

Check the background of this investment professional on FINRA’s BrokerCheck

TOM UHLER, CO-FOUNDER

Our co-founder and forty-year veteran of financial services.

Tom Uhler’s long history of Southwest Florida community service he has been recognized by organizations such as Lee County Business Hall of Fame, Sanibel-Captiva Chamber of Commerce, Susquehanna University, and the Invest in Others Charitable Foundation.

In 2018 he received the Nonprofit Board Leader Award from the Cape Coral Community Foundation.

Tom has held a variety of leadership positions with area nonprofits, board chair and co-chair for the United Way of Lee, Hendry, Glades and Okeechobee Counties and board chair of the Southwest Florida Symphony.

As a survivor of cancer and heart disease he has volunteered for organizations that deal with both. Tom chaired and then co-chaired the Lee County Heart Ball with his wife Linda and currently serves as treasurer of the Florida Cancer Specialists Foundation.

A resident of Sanibel Island since 1977, Tom is a member and past president of the Kiwanis Club of Sanibel-Captiva Islands. Tom is an Eagle Scout and a life member of the National Eagle Scout Association.

Tom’s longtime interest in food and wine led to an appreciation of the wine lover’s most important tool, the corkscrew.

He has collected these for 40 years and is a member of the International Correspondence of Corkscrew Addicts and the Canadian Corkscrew Collectors Club.

This ranking is not based on any way on the individual’s abilities in regards to providing investment advice or management.

This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Uhler Vertich White Advisors.

DAWN HAMM, OPERATIONS DIRECTOR & CLIENT SERVICES MANAGER

With a decade of dedicated experience in the financial services industry, Dawn plays a crucial
role in ensuring our office operates seamlessly while delivering exceptional service to each
client.

Combining extensive knowledge of firm branch operations with a strong grasp of industry
compliance, Dawn ensures our operations meet the highest standards. She is actively pursuing a
suite of financial licenses, including the Series 7, Series 9-10, and Series 63 FINRA licenses, as
well as the Florida Life, Health, and Variable Annuity Insurance license.

Dawn is known for her genuine interest in making every client and staff member feel valued and
special. Her professional demeanor is complemented by a caring approach, which strengthens
client relationships and enhances service delivery. Self-motivated and effective, she is committed
to excellence in every aspect of her role, ensuring that Uhler Vertich White Advisors continues
to exceed expectations and deliver exceptional client service.

Outside of work, Dawn enjoys spending time with family, serving children in the community,
and gardening.

At the heart of Dawn’s professional and personal endeavors is a deep desire to positively impact
people’s lives and touch their hearts. Whether through exceptional client service, community
involvement, or personal interactions, she is dedicated to making a meaningful difference in the
lives of those she encounters.

REBECCA J. PARDUE, DIRECTOR OF FIRST IMPRESSIONS

GARY J. GESTON, PLANNING ASSISTANT

Gary brings over two decades of financial experience to Scott White Advisors, including financial management positions with J.P. Morgan Chase and Phillips Medical Systems.

As the practice’s Planning Assistant, Gary provides portfolio reporting and operational support. He has an undergraduate accounting degree from Miami University of Ohio and a Master’s in Business Administration from John Carroll University.

Gary relocated to Southwest Florida in 2013 from Ohio and lives in Cape Coral.

JANELLE M. LEWIS, CLIENT SERVICE & PLANNING ASSISTANT

BRYAN FIORE, CHIEF OPERATING OFFICER & BRANCH MANAGER

DARLENE MAYHAK, PLANNING ASSISTANT & CLIENT SERVICES ASSOCIATE