Achieving Veritas LLC

Kevin Sprouse is a financial advisor at Achieving Veritas LLC with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Wealth Creation Group, LP for ten years and currently serves as a managing member of Accrete Group LLC, providing consulting services. Achieving Veritas LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, using a variety of analytic approaches and a platform/sub-advisor model to implement client strategies.

Shaun Callahan is a CFP® with five years of industry experience, currently serving as an advisor at Achieving Veritas LLC. His prior roles include positions at Wealth Enhancement Group, Bank of America, and Wells Fargo. Achieving Veritas LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis across various investment strategies and operates a platform that includes third-party sub-advisors while retaining overall client oversight.

Brad Matos is a financial advisor with Achieving Veritas LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Finch Investment Group and Fidelity Brokerage Services LLC. Outside of advising, Matos is involved in insurance sales through Totus Tuus Consulting and participates in operations and management at International Languages Service, Inc. Achieving Veritas LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a mix of analytic approaches and offers portfolio management that incorporates third-party sub-advisors and an independent manager platform.

Francis Benischeck is a financial advisor at Achieving Veritas LLC in St. Augustine, FL, holding a Series 65 designation with two years of industry experience. He is also President and Insurance Agent at Totus Tuus Consulting, Inc., an insurance sales and service firm, and Founder and President of Catholic Fellowship Inc., a campus ministry nonprofit. Achieving Veritas LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm builds portfolios tailored to client goals, time horizons, and risk tolerances, employing a mix of fundamental, technical, charting, and cyclical analysis across various strategies.