Vern is considered a legend and a pioneer in the financial planning field. He is recognized among his peers and the financial media as one of the leaders in the financial planning movement before it was a real discipline. His accomplishments in the financial planning field are unparalleled. They include among other achievements:
Vern holds a degree in Philosophy from Wheaton College in Illinois and 35 Graduate credits from American University, University of Southern California, and New York University.
He is a retired Major in US Air Force. He was also a liaison officer for the Air Force Academy.
Vern and his team has managed portfolios and done financial planning for clients for a combined 82 years. Like the popular TV ad says “We know a thing or two because we have experienced a thing or two”. We like to add that “Money is never our client, real people are”
Call Vern for a complimentary discussion at 203 321 1220 or his cell at 203 247 3726
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