Richmond, VA Office

Jacob Fram is a CFP® with three years of industry experience, currently serving as a financial advisor at Verus Financial Partners. His prior roles include positions at TCV Trust & Wealth Management, Keiter CPA, and PriceWaterhouseCoopers. Verus Financial Partners provides discretionary investment management and financial planning services to individuals and families, including high-net-worth clients. The firm primarily invests in mutual funds and ETFs using fundamental analysis and employs tax-efficient strategies, while offering additional services such as tax preparation and trust administration.

Brian Welch is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Verus Financial Partners since 2014, working through the firm's various iterations to the present. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, allocates assets mainly across mutual funds and ETFs, and incorporates unique practices such as the use of Dimensional Fund Advisors funds and independent proxy-voting services.

Kristin Lindsay is a CFP® and Series 65-licensed financial advisor at Verus Financial Partners with five years of industry experience. She has worked at Verus Financial Partners and its predecessor since 2019. Prior to her advisory career, she was employed at Virginia Tech for five years. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with optional financial and tax planning services. The firm uses a fundamental analysis approach with a focus on mutual funds and ETFs, incorporating distinctive strategies such as active cash management and regular use of Dimensional Fund Advisors (DFA) funds.

Sloan Chittenden is a CFP® with four years of industry experience, currently serving as a financial advisor at Verus Financial Partners since 2021. Prior to joining Verus, Sloan worked with the YMCA of Greater Richmond and Virginia Commonwealth University. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services primarily to individuals and families, including high-net-worth clients. The firm uses fundamental analysis and a mix of long- and short-term strategies to allocate assets mainly among mutual funds and ETFs, and offers integrated tax-efficient rebalancing and trustee services in certain cases.

William Lagos Jr. is a financial advisor at Verus Financial Partners in Richmond, VA, holding the CFP®, ChFC®, and Series 65 credentials with 20 years of industry experience. He has been with Verus Financial Partners since 2015. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and exchange-traded funds with fundamental analysis and a combination of long- and short-term strategies, treating cash as an asset class for defensive purposes.

Tyler Snow is a financial advisor at Verus Financial Partners with a Series 65 designation and three years of industry experience. Prior to joining Verus, he worked in educational roles at Hanover High School and Saint John's School. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental analysis and long- and short-term strategies, focusing on mutual funds and exchange-traded funds, and integrates tax-efficient rebalancing for held-away accounts.

Noelle Moser is a financial advisor at Verus Financial Partners with a Series 65 designation and two years of industry experience. Before joining Verus, she spent five years at Virginia Polytechnic Institute and State University and four years at Allentown High School. Verus Financial Partners provides discretionary investment management, financial planning, and tax preparation services primarily to individuals and families, including high-net-worth clients. The firm focuses on fundamental analysis and employs a mix of long- and short-term strategies, allocating assets mainly among mutual funds and exchange-traded funds.

Julie Waitman is a financial advisor with Verus Financial Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Verus Financial Partners since 2012. Outside of her advisory role, Ms. Waitman serves as chair of the investment committee for Westover Episcopal Church, a volunteer position she has held since 2004. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm emphasizes fundamental analysis and actively manages portfolios using mutual funds and exchange-traded funds, with distinctive use of Dimensional Fund Advisors funds and independent proxy-voting services.

David Kozlowski is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Verus Financial Partners since 2012. He holds Series 63 and Series 65 licenses and is based in Richmond, VA. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm focuses on asset allocation across mutual funds and ETFs using fundamental analysis and actively manages cash positions, incorporating Dimensional Fund Advisors funds and independent proxy-voting services as part of its approach.

David Butler is a financial advisor at Verus Financial Partners in Richmond, VA, holding a Series 65 license with one year of industry experience. Prior to joining Verus Financial Partners, he worked for eight years at Hanover High School and one year at Larkspur Middle School. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services primarily to individuals and families, including high-net-worth clients. The firm emphasizes a fee-only approach, allocating assets among mutual funds and ETFs using fundamental analysis and a combination of long- and short-term strategies while integrating tax-efficient rebalancing for held-away accounts.

Edward Hoppe III is a CFP® and PFS™ with 22 years of industry experience. He has been with Verus Financial Partners in Richmond, VA, since 2012. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and ETFs, applying fundamental analysis with a mix of long- and short-term strategies, and incorporates cash as an asset class in its approach.