VergePointe Wealth Management, LLC

Scott Theodorson is a CFP® professional with 34 years of industry experience. He has worked at VergePointe Wealth Management, LLC since 2019 and previously spent 14 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance representative authorized to sell insurance products from various companies. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, investment consulting, and financial planning with a focus on coordinated fiduciary services.

Scott Roberts is a financial advisor at VergePointe Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with VergePointe since 2009. Roberts is also involved as managing director of VergePointe Transactions, LLC, a consulting firm focused on mergers and acquisitions, and serves on multiple corporate boards as well as on the council board for East Hill Church. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, utilizing fundamental and technical analysis alongside a mix of public and private investment vehicles, with an emphasis on coordination of investment, tax, estate, and liquidity planning.

Craig Olson is a CFP® with 23 years of industry experience and is a principal at VergePointe Wealth Management, LLC, where he has worked since 2009. He is also involved with Vergepointe LLP, a CPA and consulting firm, and serves as managing director for VergePointe Transactions, LLC, which focuses on M&A asset sales and consulting. Additionally, Olson has roles in several other related business entities, including private limited partnerships and a holding company for Crimson Trace Corporation. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, integrating public and private investment vehicles and coordinating tax, estate, and liquidity planning alongside its advisory and CPA services.

Matthew Vance is a CFP® with 20 years of industry experience, currently serving at VergePointe Wealth Management, LLC since 2009. He has been involved with VergePointe, LLP, a CPA and consulting firm, since 1999. Outside of his advisory role, he holds positions on the boards of several companies and serves as chairman of the board for William Henry, LLC and Tanner Goods, LLC. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, investment consulting, and financial planning with a fiduciary focus on coordinating investment, tax, estate, and liquidity planning.