Your Partners in Stewardship

A financial advisor should be more than a number-cruncher; they should be a wise counselor who shares your values. At Vertical Wealth, our team is committed to providing both technical excellence and biblical wisdom, walking alongside you with genuine care.

Brian Wheeler

Chief Vision Officer & Financial Planner

Brian paints the vision for what God will do in and through our clients, as well as being lead practice manager for corporate clients and tending to a group of financial planning clients. As the founder, Brian’s been in the financial business since 2000 and started Vertical Wealth in his formal dining room after leaving a larger firm to pursue his dream of creating a fee based holistic planning group.

Chris Herrmann

Wealth Advisor

Chris is an experienced advisor with over 15 years of experience in areas of financial planning, sales management, banking, training, investment management, and merchant services. He enjoys the interaction he has with clients and colleagues on a daily basis. What spare time he has is dedicated to family and community.

Susan Rozzi
CEO

Kaitlyn Smith
COO

Sarah Carpenter
CFO

Carinne Terry
Executive ASsistant

In a world of shifting values, we believe in grounding our advice in timeless truth. Our entire process is built on a foundation of core biblical principles that shape how we view wealth, purpose, and stewardship.

Our Values