Vestia Personal Wealth Advisors

Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.

Christy King is a financial advisor with Vestia Personal Wealth Advisors in Ponte Vedra, FL. She holds a Series 65 designation and has five years of industry experience, including seven years with Vestia. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm’s investment approach uses evidence-based principles and a combination of in-house management, third-party sub-advisors, and technology-enabled solutions across client segments.

Brandon Sickmiller is a financial advisor at Vestia Personal Wealth Advisors in Fort Wayne, IN, with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services and Thrivent Investment Management. Outside of his advisory role, he is associated with FM Investments, where he acts as a financial advisor within F&M State Bank. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology to serve its client base.

Nikole Middleton is a financial advisor at Vestia Personal Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Lebamoff Law Offices. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach and incorporates a mix of discretionary management, third-party sub-advisors, and technology-enabled solutions.

Bradlee Quick is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 65 credential and having six years of industry experience. Prior to joining Vestia in 2019, he worked at Zimmer Biomet for ten years. He serves in executive leadership roles for several affiliated entities within the Vestia organization and is involved as a managing member and investor in private equity and venture capital firms. Additionally, he volunteers with a Christian leadership ministry and serves on the board of a nonprofit support group for relatives of addicts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach using a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, and it offers access to alternative and private investments through affiliated platforms.

Kim Anh Pham is a CFP® with three years of industry experience, currently serving as an advisor at Vestia Personal Wealth Advisors since 2021. Prior to joining Vestia, Pham held positions at Covington Alsina, Purview Medical Imaging Technology, and Dental Excellence PC, and completed graduate studies from 2016 to 2019. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach and provides access to alternative and private investments through multiple platforms.

Christopher Robbins is a CFP® professional with eight years of industry experience, currently serving with Vestia Personal Wealth Advisors. His prior roles include positions at Larson Financial Securities and Larson Financial Group, as well as work at Taylor University. He is also a managing member of Vestia Insurance, LLC, where he contributes to client introductions for insurance solutions. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions.

Katelyn Dunstan is a CFP® with three years of industry experience currently working at Vestia Personal Wealth Advisors in Nashville, TN. Her prior roles include positions at Ausdal Financial Partners, Taylor Securities, Northwestern Mutual, and TD Ameritrade. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors in St. Louis, MO, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Buckingham Asset Management. Outside of advising, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments.

Lindsey Hanson is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Ausdal Financial Partners, Merrill, and Larson Financial Group. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm uses an evidence-based investment approach incorporating in-house management, third-party sub-advisors, and technology-enabled solutions, along with access to alternative and private investments through its Vestia Private Capital platform.

Colin Snyder is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Vestia, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he is involved in cryptocurrency mining through a separate business activity. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach using a mix of discretionary management, third-party sub-advisors, and technology solutions, and provides access to alternative investments via its Vestia Private Capital platform.

Thomas Martin is a CFP® with 23 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Fort Wayne, IN. His prior roles include positions at The Tebow Group and Mammoth Investors, LLC. Outside of advisory work, he holds board roles with organizations addressing behavioral science, medical appliances, and anti-human trafficking efforts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm applies an evidence-based investment approach combining discretionary management, third-party sub-advisors, and technology-enabled solutions, and includes affiliated entities providing insurance and brokerage services.

Luke Walters is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 65 credential and approximately four years of experience in the industry. He previously worked at SageSpring Wealth Partners and has held roles at Purdue University and other organizations. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm applies an evidence-based investment approach, utilizing a combination of discretionary management, third-party sub-advisors, and technology solutions, while also offering access to alternative and private investments through its Vestia Private Capital platform.

Lauren Oschman is a CFP® professional with 15 years of experience in the financial services industry. She is currently affiliated with Vestia Personal Wealth Advisors in Nashville, TN, and has held roles at Ausdal Financial Partners, Larson Financial entities, and MD Advisory Services. Outside of her advisory work, she serves as Board President for the Crohn’s & Colitis Foundation Tennessee Chapter. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm’s investment approach incorporates evidence-based principles and combines discretionary management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through its Vestia Private Capital platform.

Michael Trent is a CFP® and Series 66 holder with 12 years of experience in financial advisory. He is currently with Vestia Personal Wealth Advisors, where he has worked since 2018. Prior to joining Vestia, he was associated with Larson Financial Group and Larson Financial Securities. Outside of his advisory role, he serves as treasurer and volunteer for Blessings in a Backpack, a nonprofit addressing weekend food insecurity in public schools. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through affiliated entities.