Veratis Advisors is an independent and established advisory firm specializing in two retirement practice areas – Corporate Retirement Plans and Personal Wealth. The firm was established in 2001 and has become known for a level of quality, progressiveness and client involvement that is unique in the retirement advisory industry.
Our Firm
We will always prioritize quality for clients over firm growth.
In an era where the business priorities of firms are driving up volume and having a negative downstream impact on client outcomes, we constantly remind ourselves that our work has a material impact on the lives of others.
Not just any clients; the right clients
Veratis places a strong emphasis on client involvement and the positive impact of a collaborative process. We seek clients that want to build their knowledge, understand the influences to key decisions (at least at a high level), and get it right instead of just getting it done.
Not just any people; the right people
Our leadership team has played a vital role in establishing our culture and evolving our solutions for clients. Their diverse backgrounds, attention to detail, and alignment in key areas related to firm strategy have been integral to our long-term success.
Firm Leadership
Title: Managing Partner, Retirement Plan Consultant
Firm Roles: Member of Veratis’s Investment and Leadership Committees
Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.
Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999. He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.
Title: Partner and Retirement Plan Consultant
Firm Roles: Member of Veratis’s Leadership Committee
Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.
Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation. Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania. She is a graduate of UNC Chapel Hill.
Title: Partner and Investment Research Director
Firm Roles: Member of Veratis’s Investment and Leadership Committees
Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.
Background: Bryce received his B.S.B.A. in Finance from North Carolina State University. He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’s Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010. He is also an active program participant in CFA Institute’s CFA program.
Title: Wealth Advisor
Firm Roles: Member of Veratis’s Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Derek received his B.S. from NC State University in 2013. He completed the CFP® program in 2018. He is also a CFA® Charterholder. He has been in the financial industry since 2015. Derek joined the Veratis team in 2023.
Title: Client Services Manager
Firm Roles: Member of Veratis’s Leadership Committee
Area of Focus: Overseeing onboarding processes, client service, and reporting for the firm’s wealth division
Background: Ellen graduated from Meredith College in 2011 with a BA in Psychology and from Wake Forest University in 2019 with a Masters in Human Services. She spent 10 years working in senior leadership at a local non-profit before joining the team at Veratis in 2022.
