Your Partners in Stewardship
Your financial advisor should be more than a number-cruncher; they should be a wise counselor who shares your values. Our team is committed to providing both technical excellence and biblical wisdom, walking alongside you with genuine care. Schedule a call with us now.
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 25 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
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.
This isn’t just about money.
God has immeasurably more in store for you. (Ephesians 3:20). Get a full year of biblical insight, in a short email every week, to help you gain clarity in your life and align your resources with God’s purpose... It’s free with no obligation.
Get clarity over complexity.
Schedule a 15 minute, no pressure call with Brian. Bring your questions and see where Vertical Wealth can step in to help you live boldly, give generously, and leave a legacy.
Brian Wheeler
CVO & Financial Planner