Vice President - Investment Advisor

Verena’s 27-year career began as a two-week temporary position with Scott & Stringfellow, Inc. in 1993. In early 1994 Verena was hired to fill the receptionist position. A year and a half later she received a promotion to assist three financial advisors. During her time as an assistant, she became fully licensed and formed a partnership with advisor Mills Brinson. This partnership provided Verena the opportunity to grow as an investment advisor over various market cycles, including the tech bubble crash in 2000 and the financial crisis of 2007-2008. 

While working with clients, Verena provides them with a structured approach to growing and managing their assets by utilizing world class money managers for the accumulation period, annuity strategies to provide pension like income at or near retirement; and solutions for clients needing immediate income.

Verena’s clients include main street and high-net-worth individuals, corporate business executives, professionals, small business owners, and 401(k) plans.

Verena’s passion is building long-term relationships based on trust, honesty, integrity, and confidence. She believes in utilizing a disciplined approach to managing clients’ assets to create peace of mind.  Verena values partnering with clients and always strives to exceed their expectations. Her goal is to bring a mindset of innovative solutions and dedication to all relationships by establishing a goals-based roadmap utilizing the Money Guide Process, which she affectionately refers to as Values Structured Roadmaps!

Verena is a Registered Investment Advisor (RIA), holds Series 7, 63 and 65 securities licenses and carries the life and health license as well as long-term care. She has received her Behavioral Financial Advisor, BFA™ designation as well as “Certified in Social Security Claiming Strategies,” CSSCS, designation.

Personal:

• Member First Baptist Church of Summerfield

• Member High Point Literary League

• In her spare time, Verena enjoys spending time with family and friends as well as reading, gardening, and taking her dogs for a ride on her stand-up paddle board.