Arthur Bush - Founding Partner and Private Wealth Advisor
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.
- CIRA Licenses: Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
- Insurance Licenses: Arizona, California, Colorado, Florida, Georgia, Maryland, Mississippi, Missouri, New Jersey, Nevada, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
- Securities Licenses: Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
Steven Bush - Founding Partner and Chief Business Officer
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.
- CIRA Licenses: Georgia, Texas
- Insurance Licenses: Alabama, Arizona, California, Colorado, Florida, Georgia, Maryland, Minnesota, Missouri, Nevada, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
- Securities Licenses: Alabama, California, Colorado, Florida, Georgia, Indiana, Maryland, Minnesota, Missouri, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
Matthew "Matt" Carter - Partner and Director of Marketing
- Insurance Licenses: Alabama, Arizona, California, Colorado, Florida, Georgia, Maryland, Minnesota, Mississippi, Missouri, Nevada, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
Kate Sussman - Financial Advisor
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.
- CIRA Licenses: New Hampshire
- Insurance Licenses: Colorado, Florida, Maryland, New Hampshire, Pennsylvania, Rhode Island
- Securities Licenses: New Hampshire
Andrew "Drew" White CLU® ChFC® - Partner and Financial Planner
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.
- CIRA Licenses: Georgia, Illinois, Mississippi, South Carolina
- Insurance Licenses: Alabama, Florida, Georgia, Mississippi, South Carolina, Tennessee
- Securities Licenses: Alabama, Florida, Georgia, Illinois, Mississippi, South Carolina, Tennessee
