Veridan Wealth

Dustin Fadenrecht is a financial advisor at Veridan Wealth with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Ameriprise Financial Services and Key Bank. Veridan Wealth serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $305 million in assets with a team of four advisors and employs a multi-analytic investment approach that includes fundamental, technical, quantitative, and cyclical analysis.

Laura Steagall Cissell is a financial advisor at Veridan Wealth with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2003 to 2024. Outside of her advisory work, she co-owns and manages a business in West Linn, Oregon. Veridan Wealth serves individual and high-net-worth clients, trusts, retirement plans, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-method investment approach and offers tailored portfolios that may include a variety of asset classes and third-party sub-advisors.

Melody Rice is a financial advisor at Veridan Wealth with 18 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Veridan Wealth in 2024, she worked at Ameriprise Financial Services from 2007 to 2024. Veridan Wealth serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm manages approximately $305 million in client assets through a four-advisor team, employing a multi-method investment process that includes fundamental, technical, quantitative, and cyclical analysis.

Patrick Haley is a financial advisor at Veridan Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Putnam Investments. Outside of his advisory role, he serves on the investment committee for Parkinson's Resources of Oregon and is a member of a local board of directors. Veridan Wealth serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering discretionary asset management and comprehensive portfolio management. The firm employs a multi-method investment approach and manages approximately $305 million in client assets through a team of four advisors.