Vera Planning
Who We Are
We exist to bring charity and confidence to every finanical descision.
At Vera, we put clients first. We listen closely, map out what matters, and then connect strategy to follow-through so plans turn into outcomes. The goal is simple - help you feel informed, in control, and supported at each step.
Our structure is built for service. One firm with clear roles across Administration, Operations, Techonology, Marketing, Planning, and Client Expierience. That gives you a coordinated team from the first conversation to long-term stewardship.
Our structure is built for service. One firm with clear roles across Administration, Operations, Techonology, Marketing, Planning, and Client Expierience. That gives you a coordinated team from the first conversation to long-term stewardship.
Our Values
Integrity and Objectivity
Collaborative Inclusivity
Human-Centric Innovation
Empowerment Through Education
Impact Through Service
True Planning
Vera Planning
Our Team Structure
Clear lines of ownership and collaboration so clients always know who leads each department and how to reach the right people.
Marketing
Brand positioning, market strategy, and lead generation. Runs marketing operations, ensure brand consistency, and develops compelling, compliant content. Shapes external presence to create awareness and outreach.
Matt Carter
Department Head
Planning
Customized financial, business, and strategic planning for individuals and businesses across life stages – from comprehensive plans to complex transitions. Emphasizes thoughtful design, execution, and advisory support.
Steven Bush
Department Head
Team Members
Client Experience
High quality client engagement, investment servicing, and tailored risk management – from onboarding to long term support – so each touchpoint is professional, personal, and strategic.
Drew White
Department Head
Team Members
Administration
Executive support, governance, legal and personnel oversight. Aligns leadership, upholds frameworks and policies, and manages talent systems for a people first workplace.
Arthur Bush
Department Head
Operations
Internal execution systems, regulatory compliance, and key external relationships that enable organizational effectiveness. Ensures consistency and cultivates vendor and affiliate relationships.
David Feldstein
Department Head
Team Members
Technology
Protects and optimizes digital infrastructure. Leads data strategy and analytics, maintains cybersecurity, and ensures systems and tools are scalable and secure. Develops software and internal tooling.
Daniel Simmons
Department Head
Team Members
Tools We Use
These platforms power your planning experience from onboarding to ongoing reviews.
eMoney
Live dashboards, plan scenarios, and a secure document vault.
AdvicePay
Paperless agreements and predictable billing for planning engagements.
Wealthscape
Custody and account infrastructure for accurate, reliable execution.
YCharts
Clear portfolio visuals and research that support confident decisions.
Our Support System
trusted partners and governance that back every plan - so our advice is delivered consistently and in your best interest.
Compliance & Oversight Backbone
A collaborative network of experienced professionals and firms that share best practices, market intelligence, and resources to strengthen the quality of service for every client. The network also provides the compliance and oversight backbone – dedicated systems and governance that keep every recommendation, plan, and action aligned to ethical, regulatory, and operational standards.
Cambridge Investment Research, Inc.
Broker-Dealer
Our broker-dealer partner provides the regulatory foundation, operational support, and market access needed to implement investment solutions with integrity. Their infrastructure helps ensure suitability, transparency, and consistent execution.
