Vera Planning Information
Contact top employees from
Vera Planning
Summary
At Vera Planning, we understand that time is your most precious commodity. As your dedicated financial planners, our goal is to manage your finances so you can confidently achieve your goals – build w...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Retirement, Insurance, Investments, Group Benefits, Personal Finance, Financial Instruction
Founded
2015
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Vera Planning shows a diverse range of experience levels:
25% have been with the company for less than 1 year25% for 1–2 years17% for 3–4 years25% for 5–7 years8% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Vera Planning
Bradley Woody
Director of Sales Development
Daniel Simmons
Director of Technology
Arthur Bush
Founding Partner and Chief Executive Officer
Andrew White CLU®ChFC®
Vice President of Revenue
Kate Sussman
Financial Advisor | Client Experience
Steven Bush
Founding Partner, Chief Business Officer, and Principal Planner
Wendy Wilson
Wealth Operations Director
Matt Carter
Director of Marketing and Outreach
Dharmik Dave
Quantitative Investment Research Analyst
James Bush
Marketing Specialist
Hemanth Hogirala
Workplace Systems Intern
Chenna Keshav Chinthakindi
Full Stack Application Developer
Ujjvala Hanumanthu
Financial Systems Analyst
Haozhe Cui
Quantitative Research Intern
Abby Vollrath
Strategic Growth Intern
Joelle Glorioso
Marketing and Outreach Specialist
Victoria Woody
Executive Administrator
Andrew White CLU®ChFC®
Financial Planner
Kirstie Miazga
Paraplanner
Hetarth Patel
Investment Research Analyst - Private Wealth Group
