Verum Partners LLC

Holly Skipper is a financial advisor at Verum Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Verum Partners since 2019, previously spending five years at Carolinas Investment Consulting LLC. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services, offering access to independent portfolio managers and maintaining institutional relationships with Schwab and Fidelity for research and technology support.

Dustin Barr is a CFA® charterholder with nine years of industry experience. He has been with Verum Partners LLC since 2019 and previously worked at Carolinas Investment Consulting LLC from 2015 to 2019. He holds a Series 63 registration and is based in Charlotte, NC. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers, developing client strategies based on goals, time horizon, and risk tolerance.

Abigail Bennett is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Verum Partners LLC in Charlotte, NC. She previously worked at Carolinas Investment Consulting, LLC and has experience in the natural products sector with Wildtree Herbs, Inc. Verum Partners LLC provides customized wealth management and discretionary portfolio management services to high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that integrates advisory and securities transaction services, supplemented by access to independent portfolio managers.

Breton Tagg is a CFP® with three years of industry experience, currently serving as a financial advisor at Verum Partners LLC since 2022. Prior to joining Verum Partners, he worked at Bank of America Merrill Lynch from 2019 to 2022 and Deloitte from 2017 to 2019. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that integrates advisory and securities transaction services, and it offers access to independent portfolio managers while maintaining institutional relationships with Schwab and Fidelity.

Brian Ager is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 65 designation. He has one year of industry experience, with prior roles at Yellow Ventures and Sands Investment Group. Outside of finance, he was involved with Queen Anne Spirits & Wine from 2023 to 2025. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program and supplements its offerings with access to independent portfolio managers, using client goals and risk tolerance to develop tailored investment strategies.

Oliver Cross is a financial advisor with Verum Partners LLC in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Carolinas Investment Consulting LLC for nine years before joining Verum Partners. Outside of his advisory role, Cross serves as a volunteer committee member for two nonprofit organizations, The Corners Society and Davidson College. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program and incorporates independent portfolio managers, focusing on client strategies tailored to goals, time horizon, and risk tolerance.

Austin Tilles is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He currently works at Verum Partners LLC and has prior experience at The Vanguard Group, Inc. and Advantage Solutions. Verum Partners LLC provides customized wealth management and discretionary portfolio management services to high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and transaction services, and it maintains institutional relationships with Schwab and Fidelity to support research and technology.

Angela Connolly is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at SPX Technologies, The Broadway, MFS Investment Management, and Fidelity Investments. She also has experience outside finance, having worked at Crescent Ridge Ice Cream & Dairy and Northeastern University. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and works with independent portfolio managers to develop and monitor client strategies based on individual goals, time horizon, and risk tolerance.

Justin Louis is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Verum Partners LLC, where he has worked since 2023, following prior roles at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory work, he assists a CPA firm during tax season. Verum Partners LLC offers customized wealth management and discretionary portfolio management services primarily for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and provides access to independent portfolio managers.

Walker Shelton is a CFP® with 15 years of industry experience, currently serving at Verum Partners LLC since 2023. He previously worked at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory role, he assists a CPA firm in Charlotte, NC, during tax season. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers.

Charles Doran is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Verum Partners LLC in Charlotte, NC, where he has worked since 2024. Prior to joining Verum Partners, he was employed at Bank of America from 2021 to 2024 and has experience in hospitality and education sectors. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services, employs independent portfolio managers, and maintains institutional relationships with Schwab and Fidelity for research and technology support.

Molly Bohrer is a financial advisor at Verum Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Morgan Stanley before joining Verum Partners. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that includes advisory and securities transaction services and access to independent portfolio managers, emphasizing ongoing account monitoring and due diligence.

David Perkins is a CFP® and PFS™ with 30 years of experience in financial advising. He is currently with Verum Partners LLC, where he has worked since 2023, and previously spent over 19 years at Carolinas Investment Consulting LLC. In addition to his advisory role, he operates a sole proprietorship providing CPA services and tax return preparation. He also serves as trustee for a family trust. Verum Partners LLC offers customized wealth management and discretionary portfolio management services primarily for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and transaction services and provides access to independent portfolio managers, focusing on client strategies aligned with goals, time horizon, and risk tolerance.

Robert Gammon is a CFP® professional with 22 years of industry experience. He has worked at Verum Partners LLC since 2019 and previously spent 11 years at Carolinas Investment Consulting LLC. He holds a Series 63 license and is also a licensed insurance professional, dedicating less than 10% of his business time to that activity. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers, with a focus on client goals, risk tolerance, and ongoing portfolio oversight.