Advisors at this firm
Elizabeth S
Series 66
Huntsville, AL
Verus Capital Partners, LLC
Elizabeth Stroup is a financial advisor with Verus Capital Partners, LLC and holds a Series 66 designation. She has been with Verus since 2025 and also owns Bearden, Stroup & Associates, CPAs, LLC, a CPA firm providing tax, accounting, and payroll services. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients' objectives and risk tolerance.
Michael J
Series 63, Series 66
Madison, AL
Verus Capital Partners, LLC
Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.
Frank S
Series 63, Series 65
Scottsdale, AZ
Verus Capital Partners, LLC
Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.
Stephen W
Series 63, Series 65
Madison, AL
Verus Capital Partners, LLC
Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.
Steven D
Series 63, Series 65
Gilbert, AZ
Verus Capital Partners, LLC
Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at FSC Securities Corporation since 1991. He also offers fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and customized portfolios aligned to client objectives, risk tolerance, and tax considerations.
William K
Series 66
Escondido, CA
Verus Capital Partners, LLC
William Keesling is a financial advisor at Verus Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Securities America, Principal Securities, and Principal Life Insurance Company. Outside of his advisory role, he provides care for a family member with special needs through the In-Home Supportive Services program. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with client objectives, risk tolerance, and tax considerations.
Marty B
Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.
Yueh Hwa L
CFP®, Series 66
Pasadena, CA
Verus Capital Partners, LLC
Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.
Donald G
ChFC®, Series 63, Series 66
Marlborough, MA
Verus Capital Partners, LLC
Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.
Fred G
Series 63, Series 65
Chandler, AZ
Verus Capital Partners, LLC
Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.
Thomas C
Series 63, Series 65
Ventura, CA
Verus Capital Partners, LLC
Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.
Christopher O
ChFC®, Series 66
Glenlg, MD
Verus Capital Partners, LLC
Christopher Oxenham is a financial advisor at Verus Capital Partners, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Oxenham has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2011, with prior experience at Securities America, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.
Satenik N
Series 63, Series 66
Northridge, CA
Verus Capital Partners, LLC
Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at LPL Financial and Securities America, Inc. in addition to her current role at Verus Capital Partners. Outside of her advisory work, she is involved in caregiving and operates a caretaker business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation to customize portfolios according to client objectives, risk tolerance, and tax considerations.
Eric C
Series 63, Series 65
Hermosa Beach, CA
Verus Capital Partners, LLC
Eric Cortez is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Securities America, Inc. He has been with Verus Capital Partners since 2019. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.
Michael P
CFP®, Series 66
Scottsdale, AZ
Verus Capital Partners, LLC
Michael Phillips is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Verus Capital Partners, LLC, where he has worked since 2017. His prior experience includes roles at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory work, Phillips is involved in tax preparation and term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios based on clients’ objectives, risk tolerance, and tax considerations.