Charlotte, NC Office

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.

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.

Austin Tilles is a CFA® charterholder based in Charlotte, NC, with five years of industry experience. He has worked at Verum Partners LLC since 2022 and previously at The Vanguard Group, Inc. from 2019 to 2022. 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 employs Independent Managers for client portfolios while maintaining oversight and utilizes a wrap-fee program with institutional custody relationships.

Angela Connolly is a Series 65-licensed financial advisor at Verum Partners LLC in Charlotte, NC, with two years of industry experience. Prior to joining Verum Partners, she held roles at SPX Technologies, The Broadway, MFS Investment Management, and Fidelity Investments. She also has experience working at Northeastern University and Crescent Ridge Ice Cream & Dairy. 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, incorporating independent managers for client portfolios while maintaining oversight and offering direct access to its portfolio managers.

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.

David Perkins is a CFP® and PFS™ professional with 31 years of experience in financial planning and wealth management. He has worked at Verum Partners LLC since 2023 and previously held positions at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. In addition to advising, Perkins operates a sole proprietor CPA firm focusing on tax return preparation and financial planning and serves as a trustee for a family trust. 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 utilizes independent managers for client portfolios while maintaining oversight and provides direct access to its portfolio managers.

Robert Gammon is a CFP® professional with 22 years of industry experience. He has worked at Verum Partners LLC since 2019 and previously spent 11 years at Carolinas Investment Consulting LLC. He holds a Series 63 license and is also a licensed insurance professional, dedicating less than 10% of his business time to that activity. 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, with a focus on client goals, risk tolerance, and ongoing portfolio oversight.