With almost three decades of experience in the financial services industry, Brad is a tenured and credentialed wealth manager and the owner of Vantedge Wealth Management. Whether you aim to fulfill your retirement dreams or prepare for a seamless business transition, Brad’s expertise lies in retirement income planning, investment management, business owner growth, and exit planning.

In her role as Chief Implementation Officer, Andree leverages her operational expertise to optimize our processes, ensuring our models are executed with efficiency and cost-effectiveness. This meticulous approach results in exceptional service and support for our clients and paves the way for outstanding offerings.

Steve uses his passion and fascination with capital markets to create portfolios that support clients’ journeys across the wealth spectrum. Steve firmly believes that identifying the end objectives of clients, their needs, circumstances, and what drives them, is the cornerstone of investing and portfolio construction.

In his more than 30 years of experience as a financial services industry veteran, Ray works with our tax and legal consultants, as well as his team of talented colleagues, to construct comprehensive, customized plans that support our clients’ future aspirations.

For 24 years, Will has excelled as a retirement planning specialist, adept at crafting and overseeing diverse plans for anyone, from solo practitioners to large corporations. With a proven track record, he collaborates with companies to design, regularly assess, and maintain their retirement plans. Will’s expertise spans businesses of all sizes, ensuring tailored solutions that navigate complexities and compliance challenges effortlessly.