Siler Wealth Management

Chad Vergason is a CFP® professional with seven years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and holds a life and fixed insurance license. Siler Wealth Management offers investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, with a range of active and passive portfolio options.

Nikki Ward is a CFP® with seven years of industry experience, currently serving as a financial advisor at Siler Wealth Management. She previously worked at International Assets Advisory, LLC, and Sdr Investment Management, Inc. Outside of advisory work, she is a licensed insurance agent involved with Executive Insurance of Central FL. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach using a combination of fundamental, technical, cyclical, and quantitative analysis, offering both active and passive portfolio options.

Justin Kenney is a financial advisor at Siler Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including International Assets Advisory, Primary Capital, Kalos Capital, and SDR Investment Management. Kenney is also a licensed insurance agent involved in life and fixed insurance through an affiliated business. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of strategies including discretionary portfolio management and estate-planning coordination.

Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.

Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.