The short answer is we are building something bigger than one person.

When Gary founded the firm, the industry standard was a solo advisor managing client relationships. Over time, Gary brought Brian on, and eventually Brian took the reins. That partnership worked well for years.

But the industry has changed. Clients today need more than one advisor who can provide tax strategy, estate planning, investment management, insurance, and retirement income planning. Doing this well requires a team with diverse expertise.

By taking the founders' names off the door, we're signaling that Vero Advisory is built to last. It's not dependent on any single individual. It's a firm that can serve our clients, their children, and grandchildren for generations to come.

"Vero" comes from the Latin word for "true." It reflects our commitment to authentic, straightforward advice.