Verum Partners LLC

Holly Skipper is a financial advisor at Verum Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Verum Partners since 2019, previously spending five years at Carolinas Investment Consulting LLC. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services, offering access to independent portfolio managers and maintaining institutional relationships with Schwab and Fidelity for research and technology support.

Dustin Barr is a CFA® charterholder with nine years of industry experience. He has been with Verum Partners LLC since 2019 and previously worked at Carolinas Investment Consulting LLC from 2015 to 2019. He holds a Series 63 registration and is based in Charlotte, NC. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers, developing client strategies based on goals, time horizon, and risk tolerance.

Abigail Bennett is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Verum Partners LLC in Charlotte, NC. She previously worked at Carolinas Investment Consulting, LLC and has experience in the natural products sector with Wildtree Herbs, Inc. Verum Partners LLC provides customized wealth management and discretionary portfolio management services to high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that integrates advisory and securities transaction services, supplemented by access to independent portfolio managers.

Patrick Raminski is a CFA® charterholder and holds a Series 66 registration. He has over 14 years of industry experience, including 13 years at Capital Resource Management and one year at Verum Partners LLC. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, utilizing Independent Managers while maintaining oversight and client access to its portfolio managers.

Breton Tagg is a CFP® with three years of industry experience, currently serving as a financial advisor at Verum Partners LLC since 2022. Prior to joining Verum Partners, he worked at Bank of America Merrill Lynch from 2019 to 2022 and Deloitte from 2017 to 2019. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that integrates advisory and securities transaction services, and it offers access to independent portfolio managers while maintaining institutional relationships with Schwab and Fidelity.

Brian Ager is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 65 designation. He has one year of industry experience, with prior roles at Yellow Ventures and Sands Investment Group. Outside of finance, he was involved with Queen Anne Spirits & Wine from 2023 to 2025. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program and supplements its offerings with access to independent portfolio managers, using client goals and risk tolerance to develop tailored investment strategies.

Phoebe Son Oh is a CFP® with four years of industry experience, currently serving as a financial advisor at Verum Partners LLC. She previously worked at Equitable Advisors, LLC and has experience in educational roles. Outside of her advisory work, she is a commissioned artist and volunteers as a childcare worker at a local church. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management alongside financial planning. The firm engages independent managers for client portfolios while maintaining oversight and due diligence.

Joseph Granger IV is a CFP® with seven years of industry experience and is currently an advisor at Verum Partners LLC. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, and UBS Financial Services. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm frequently uses Independent Managers for portions of client portfolios while maintaining oversight and provides direct access to its portfolio managers.

Oliver Cross III is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 66 designation with 16 years of industry experience. He previously worked at Carolinas Investment Consulting LLC for nine years before joining Verum Partners. Outside of his advisory role, he serves as a volunteer committee member for The Corners Society and Davidson College, both nonprofit organizations. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, often engaging Independent Managers while maintaining oversight and direct client access to its portfolio managers.

Emma Mooney is a financial advisor at Verum Partners LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Verum Partners in 2026, she worked at Dimensional Fund Advisors, L.P. and Elliott Davis. Outside of finance, she has experience working with Pure Barre Columbia and the University of South Carolina. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm combines discretionary portfolio management with financial planning and frequently engages independent managers while maintaining oversight and direct client access to portfolio managers.

Austin Tilles is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Verum Partners LLC, The Vanguard Group, and Advantage Solutions. He has also been self-employed for one year. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm uses Independent Managers for parts of client portfolios while maintaining oversight and provides clients with direct access to portfolio managers.

Angela Connolly is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 65 designation with three years of industry experience. Her career includes roles at SPX Technologies, The Broadway, MFS Investment Management, and Fidelity Investments, as well as academic experience at Northeastern University. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm incorporates independent managers in client portfolios while maintaining oversight and uses a wrap-fee structure that combines transaction costs.

Justin Louis is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Verum Partners LLC, where he has worked since 2023, following prior roles at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory work, he assists a CPA firm during tax season. Verum Partners LLC offers customized wealth management and discretionary portfolio management services primarily for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and provides access to independent portfolio managers.

Walker Shelton is a CFP® with 15 years of industry experience, currently serving at Verum Partners LLC since 2023. He previously worked at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory role, he assists a CPA firm in Charlotte, NC, during tax season. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers.

Charles Doran is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Verum Partners LLC in Charlotte, NC, where he has worked since 2024. Prior to joining Verum Partners, he was employed at Bank of America from 2021 to 2024 and has experience in hospitality and education sectors. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services, employs independent portfolio managers, and maintains institutional relationships with Schwab and Fidelity for research and technology support.