Tom Blumer
Wealth Consultant/Branch Manager/Managing Partner
Tom Blumer is the Co-Founder and Managing Partner of V Wealth. His desire to provide sound financial advice for his family and friends led to his...
Brett Lange
Wealth Consultant/CCO/Managing Partner
When Brett Lange and Tom Blumer established V Wealth in 2009 their purpose was to be the independent firm you looked to as your primary resource about...
Dan Cherra, CFP
Wealth Consultant/Managing Partner
Daniel serves as a Wealth Consultant working closely with his clients to establish and maintain comprehensive financial plans. Many advisors talk...
Callie Line
Client Service Manager
Callie joined the V Wealth team in 2011. Callie has been in the financial service industry for over 15 years and is dedicated to meeting the needs of...
Tim Carlin, CFP
Wealth Consultant
Callie joined the V Wealth team in 2011. Callie has been in the financial service industry for over 15 years and is dedicated to meeting the needs of...
Jeff Wilkinson
Wealth Consultant
Jeff brings a thorough approach to financial planning beyond focusing on investment returns to show how appropriate decisions can increase value. A...
David Brozenic
Wealth Consultant
As one of V Wealth’s first advisors, David Brozenic has played an integral role in the firm’s growth over the past decade. David has helped shape the...
Dave Rainey
Wealth Consultant
David is a Wealth Consultant with 20 years of experience and joined the V Wealth team in 2019. His core focus is on Client Education and Asset...
Ryan Mueller
Wealth Advisor
A motivated problem solver, Ryan Mueller prioritizes listening to and building strong relationships with clients. He diligently works to create...
Tracie Caplinger
Client Service Specialist
Superior client support is Tracie Caplinger’s number one priority at V Wealth. As a Client Service Specialist, she holds a variety of administrative...
Debbie Eckhoff
Branch Operations Support
Debbie is our support for Branch Operations. Her primary responsibility is ensuring our branch complies with all Securities & Exchange Commission (SEC...
Sheri Gordon
Client Services Associate
Sheri is no stranger to the financial world of customer service. She joined V Wealth in 2022 with forty-plus years of experience. Along the way, she...
Jamie Butler
Office Manager
Jamie joined the V Wealth team in 2020 as the Office Manager and since day one she has ensured that the office is a well-oiled machine. She...
Joshua Lewis
Wealth Advisor
Joshua is a Wealth Consultant who joined the V Wealth team with over ten years of experience in the financial industry. He strives to make his clients...
