Collaborative experience.
One of our greatest investments is our people. They are here because they aim to achieve results for their clients and make our team stronger. We help you choose the right financial advisor for you, your business, and your family.
![](https://verdence.com/wp-content/uploads/2023/06/Mark_Amberg_493x316-1.jpg)
Get To Know Mark
Mark E. AmbergCFP®, CPFA®, CPWA®, CSRIC®
Executive Director, Private Wealth Advisor
![Matt Andrulot is the Managing Director of Verdence/OCIO and the director of Due Diligence](https://verdence.com/wp-content/uploads/2017/06/Matthew-Andrulot_493x316-1.jpg)
Get To Know Matthew
![Lauren Austin image](https://verdence.com/wp-content/uploads/2024/05/Lauren-Austin_493x316.jpg)
Get To Know Lauren
![](https://verdence.com/wp-content/uploads/2022/11/Michele-Beernink_493x316-2.jpg)
Get To Know Michele
![](https://verdence.com/wp-content/uploads/2017/06/Lucas-498x316-1.jpg)
Get To Know Lucas
![Debbie Berlin, Administration Manager of Verdence Capital Advisors](https://verdence.com/wp-content/uploads/2017/07/Berlin_sm_493x316_03.jpg)
Get To Know Debbie
![Image of Sheri Bullard](https://verdence.com/wp-content/uploads/2024/05/Sheri-Bullard_493x316-1.jpg)
Get To Know Sheri
![](https://verdence.com/wp-content/uploads/2023/07/2Brad-Coppel_493x316.jpg)
Get To Know Brad
![](https://verdence.com/wp-content/uploads/2017/06/Kevin-Cuff_493x316-2.jpg)
Get To Know Kevin
![Dwight Davenport headshot](https://verdence.com/wp-content/uploads/2024/06/Dwight-Davenport_493x316.jpg)
Get To Know Dwight
Dwight Davenport
Executive Director, Private Wealth Advisor
![](https://verdence.com/wp-content/uploads/2017/06/Jason-Edelson_493x316.jpg)
Get To Know Jason
![David Gonzalez headshot](https://verdence.com/wp-content/uploads/2024/04/David_Gonzalez_493x316.jpg)
Get To Know David
![](https://verdence.com/wp-content/uploads/2023/12/Nancy-Gordon_493x316.png)
Get To Know Nancy
![](https://verdence.com/wp-content/uploads/2017/06/Brian-Grumbach-06-22_493x316.jpg)
Get To Know Brian
![](https://verdence.com/wp-content/uploads/2024/03/Ayaz_Hasan_493x316-2.jpg)
Get To Know Ayaz
![](https://verdence.com/wp-content/uploads/2022/11/Emily-Hogan_493x316-1.jpg)
Get To Know Emily
![Charles S. Holt, Managing Director, Partner of Verdence Capital Advisors](https://verdence.com/wp-content/uploads/2017/07/Holt_sm_493x316_03.jpg)
Get To Know Charles
![](https://verdence.com/wp-content/uploads/2024/01/Carol-Hopkins_493x316.jpg)
Get To Know Carol
![](https://verdence.com/wp-content/uploads/2017/12/Megan-Horneman_493x316.jpg)
Get To Know Megan
![](https://verdence.com/wp-content/uploads/2018/04/Susan_Insley_493x316.jpg)
Get To Know Susan
![Image of Stephen Jacobson](https://verdence.com/wp-content/uploads/2024/06/Stephen-Jacobson_493x316-1.jpg)
Get To Know Stephen
![](https://verdence.com/wp-content/uploads/2022/03/Ed-Karppi_493x316.jpg)
Get To Know Ed
![](https://verdence.com/wp-content/uploads/2021/05/Katie-Kelly_493x316.png)
Get To Know Katie
![](https://verdence.com/wp-content/uploads/2017/06/Leo-Kelly_493x316.jpg)
Get To Know Leo
![](https://verdence.com/wp-content/uploads/2017/06/Kai-498x316-1.jpg)
Get To Know Kai
![Noel LaMontagne headshot](https://verdence.com/wp-content/uploads/2019/03/Noel_LaMontagne_493x316.jpg)
Get To Know Noel
![](https://verdence.com/wp-content/uploads/2023/10/Cam-2.jpg)
Get To Know Cameron
![Annie McCann, Private Wealth Associate of Verdence Capital Advisors](https://verdence.com/wp-content/uploads/2017/07/McCan_sm_493x316_03.jpg)
Get To Know Annie
![](https://verdence.com/wp-content/uploads/2023/01/Nancy-McColgan_493x316.jpg)
Get To Know Nancy
Nancy McColganCFP®
Managing Director of Verdence/Family
![](https://verdence.com/wp-content/uploads/2023/04/Peter-McGratty_493x316.png)
Get To Know Peter
Peter McGrattyCFA®
Executive Director of RIA Development
![](https://verdence.com/wp-content/uploads/2017/06/Matt-Moore_493x316-Update06-22.jpg)
Get To Know Matt
![](https://verdence.com/wp-content/uploads/2017/06/John-Morgan_493x316.jpg)
Get To Know John
![David Nelson,Director, Private Wealth Advisor](https://verdence.com/wp-content/uploads/2018/02/Nelson_sm_493x316_01.jpg)
Get To Know David
David NelsonCFA®, CM&AA®
Director, Private Wealth Advisor
![](https://verdence.com/wp-content/uploads/2017/06/Tom-New_493x316.jpg)
Get To Know Tom
![Taylor O'Hara](https://verdence.com/wp-content/uploads/2024/03/Taylor-OHara_493x316-1.jpg)
Get To Know Taylor
![Matthew Pietzak, Naples Florida financial advisor](https://verdence.com/wp-content/uploads/2023/07/Matt-Pietzak2_493x316.jpg)
Get To Know Matt
![](https://verdence.com/wp-content/uploads/2017/06/Avery-Prkna-06-22_493x316.jpg)
Get To Know Avery
![](https://verdence.com/wp-content/uploads/2023/06/John-Ramos_493x316.jpg)
Get To Know John
![Liz Psota, Senior Private Wealth Associate at Verdence in Naples, FL](https://verdence.com/wp-content/uploads/2023/07/Liz-Psota_493x316.jpg)
Get To Know Liz
![](https://verdence.com/wp-content/uploads/2017/06/Rich-Rosa_493x316.jpg)
Get To Know Rich
![](https://verdence.com/wp-content/uploads/2017/06/Brian-Sabo_493x316.jpg)
Get To Know Brian
![Image of Jonathan Saklad](https://verdence.com/wp-content/uploads/2024/07/Jonathan-Saklad_493x316.jpg)
Get To Know Jonathan
![](https://verdence.com/wp-content/uploads/2021/12/Mike-Salerno_493x316.jpg)
Get To Know Mike
![](https://verdence.com/wp-content/uploads/2021/12/Nick-Schiavone_493x316.jpg)
Get To Know Nick
![](https://verdence.com/wp-content/uploads/2021/07/Rob-Schmitt_493x316-e1638995714577.jpg)
Get To Know Rob
![Meg Sheil Puopolo headshot](https://verdence.com/wp-content/uploads/2019/04/Meg-Sheil-Puopolo-Bio-profile-thumbnail-1.jpg)
Get To Know Meg
![](https://verdence.com/wp-content/uploads/2017/06/Steve-Thacker_493x316.jpg)
Get To Know Steve
![](https://verdence.com/wp-content/uploads/2018/02/Michele-Welsh_493x316.jpg)
Get To Know Michele
![](https://verdence.com/wp-content/uploads/2023/07/Andrew-Wright_493x316.jpg)
Get To Know Andrew
![](https://verdence.com/wp-content/uploads/2022/06/Kelly-Wright-498x316-1.jpg)
Get To Know Kelly