Verus Financial Partners

Jacob Fram is a CFP® with two years of industry experience, currently serving as a financial advisor at Verus Financial Partners. He previously worked at TCV Trust & Wealth Management, Keiter CPA, and PriceWaterhouseCoopers. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management along with optional financial and tax planning services. The firm employs a fundamental analysis approach and actively manages assets across mutual funds and ETFs, incorporating unique practices such as the use of Dimensional Fund Advisors funds and engaging an independent proxy-voting service.

Brian Welch is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Verus Financial Partners since 2014, working through the firm's various iterations to the present. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, allocates assets mainly across mutual funds and ETFs, and incorporates unique practices such as the use of Dimensional Fund Advisors funds and independent proxy-voting services.

Kristin Lindsay is a CFP® and Series 65-licensed financial advisor at Verus Financial Partners with five years of industry experience. She has worked at Verus Financial Partners and its predecessor since 2019. Prior to her advisory career, she was employed at Virginia Tech for five years. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with optional financial and tax planning services. The firm uses a fundamental analysis approach with a focus on mutual funds and ETFs, incorporating distinctive strategies such as active cash management and regular use of Dimensional Fund Advisors (DFA) funds.

Sloan Chittenden is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Verus Financial Partners since 2021 and previously held roles with the YMCA of Greater Richmond and Virginia Commonwealth University. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, actively manages cash positions, and uses Dimensional Fund Advisors funds, which are generally available only through DFA-approved advisers.

William Lagos is a CFP®, ChFC®, and holds a Series 65 license, with 19 years of experience in the financial advisory industry. He has been with Verus Financial Partners in Richmond, VA since 2015. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, actively manages cash positions, and utilizes Dimensional Fund Advisors (DFA) funds and independent proxy-voting services.

Tyler Snow is a financial advisor at Verus Financial Partners in Richmond, VA, holding a Series 65 designation with two years of industry experience. Prior to joining Verus Financial Partners, he worked at Hanover High School and Saint John's School. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis across mutual funds and ETFs, actively manages cash positions, and incorporates Dimensional Fund Advisors funds and independent proxy voting in its investment approach.

Julie Waitman is a financial advisor with Verus Financial Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Verus Financial Partners since 2012. Outside of her advisory role, Ms. Waitman serves as chair of the investment committee for Westover Episcopal Church, a volunteer position she has held since 2004. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm emphasizes fundamental analysis and actively manages portfolios using mutual funds and exchange-traded funds, with distinctive use of Dimensional Fund Advisors funds and independent proxy-voting services.

David Kozlowski is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Verus Financial Partners since 2012. He holds Series 63 and Series 65 licenses and is based in Richmond, VA. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm focuses on asset allocation across mutual funds and ETFs using fundamental analysis and actively manages cash positions, incorporating Dimensional Fund Advisors funds and independent proxy-voting services as part of its approach.

Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.

David Butler is a financial advisor at Verus Financial Partners in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Verus Financial Partners, he worked in education for eight years at Hanover High School and three years at middle schools in the Richmond area. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, regularly uses Dimensional Fund Advisors funds, and integrates tax preparation and independent proxy-voting services into its offerings.

Edward Hoppe III is a CFP® and PFS™ with 21 years of industry experience, currently serving as an advisor at Verus Financial Partners in Richmond, VA, where he has worked since 2012. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management alongside optional financial and tax planning services. The firm employs a fundamental analysis approach with diversified asset allocation, including regular use of Dimensional Fund Advisors (DFA) funds and independent proxy-voting services.