With 25 years of experience, Veronica Germann plays a crucial role within our team. Her responsibilities encompass handling new advisory and brokerage accounts, addressing client service requests, and coordinating with compliance to ensure documentation requirements are met. Veronica’s core values are rooted in integrity, trust, and client commitment. Her dedication, adaptability, and depth of industry knowledge are invaluable assets to our clients and teams. Her ultimate goal is for anyone she communicates with to leave the conversation feeling confident that she did everything possible to make them comfortable, knowing that their needs are being met. She strives to foster an environment that empowers people to ask questions and develop confidence in their financial situation. With compassion and kindness, Veronica goes the extra mile to provide exceptional service.

Meet Our Team