About

During eight years working for St. James's Place, I had the privilege of supporting some of the most talented financial planners in the country. That experience showed me exactly what great client outcomes look like — clear advice, genuine care, and support that feels personal.

It’s what inspired me to launch Veridian in 2025. I work with businesses, individuals, and families who value straightforward advice, long-term partnership, and a planning style that fits real life.