Katie Morris and Jim Snider started working together at a national financial advising firm in 2003 and quickly formed a partnership, working together on building their clientele. 
Desiring to offer their clients a broader range of investment choices, Katie and Jim established a relationship with an independent broker/dealer in 2007 and formed what is now Veritrust Wealth Management.

In January 2010 Rich Bentel joined Jim and Katie, followed by Jennifer Cavalier in 2013.  All four previously worked together at the same national financial advising firm.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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