Veery Capital, LLC

Cortney Milner is a financial advisor at Veery Capital, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research and Dc Mac LLC. Outside of her advisory role, she manages accounting and bookkeeping for two non-investment related real estate businesses. Veery Capital, LLC provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory approach with strategic asset allocation primarily using ETFs, mutual funds, individual equities, and fixed income, serving clients through a team of six advisors.

Sarah Shaw is a CFP® professional with three years of industry experience, currently serving as a financial planning associate at Veery Capital, LLC. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Northwestern Mutual, along with a long tenure at S.E. Shaw Financial Services where she worked in health insurance sales. She also provides 401(k) participant education through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans, managing approximately $802 million in client assets. The firm employs a modern portfolio theory-based investment approach with strategic asset allocation primarily using ETFs and incorporates independent managers and institutional platforms.

Michael Mac Neal is a financial advisor at Veery Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Veery Capital since 2018. Prior to this, he was with Peterman Benefits for 16 years. Outside of his advisory role, Mac Neal is the owner of The Bric Agency, a group benefits business, and a partial owner of Buildng of West Chester, LLC, which manages property in West Chester, PA. Veery Capital provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory approach with strategic asset allocation primarily through ETFs and manages approximately $802 million in client assets through a team of six advisors.

Kathleen Simolike is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veery Capital, LLC and Purshe Kaplan Sterling Investments. Her prior experience includes roles at Cambridge Investment Research, Inc. and Dc Mac LLC. She is also an owner of two non-investment related real estate businesses in West Chester, PA. Veery Capital, LLC provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans, managing approximately $802 million in client assets. The firm employs a modern portfolio theory-based investment process with strategic asset allocation primarily through ETFs, complemented by mutual funds, equities, and fixed income, and offers both discretionary and non-discretionary portfolio management.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Robert Welch is a financial advisor at Veery Capital, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Veery Capital since 2013. Outside of his advisory role, he oversees tenant and maintenance relationships for a real estate limited partnership. Veery Capital, LLC provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach primarily using ETFs and manages approximately $802 million in client assets through a team of six advisors.

Matthew Macneal is a CFP® with 27 years of industry experience, currently serving at Veery Capital, LLC and Purshe Kaplan Sterling Investments since 2018. His prior experience includes six years at Cambridge Investment Research and more than two decades at Tegler Mchenry. Outside of his advisory role, he is a partner in a holding company and an insurance agent, and he provides 401(k) participant education through MyWellCents. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach using ETFs, mutual funds, individual equities, and fixed income, supported by independent managers and institutional platforms.