Broker Check

Our Financial Planners

Our experienced team believes in delivering high-quality service tailored to our client's individual needs


Mark A. Cade, CFP®, CFS, RFC, RHU

Partner, Vero Wealth


Mark has a profound passion for assisting his clients, people who have placed their trust in his experience, guidance and capabilities. He serves as a true fiduciary to his clients, honoring his responsibility to always act in their...

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Doug Rotman, CFP®

Partner, Vero Wealth

(317) 567-9006

Doug Rotman takes a comprehensive approach getting to know his clients so he can deliver advice tailored to their specific needs. 

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