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


[email protected]

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

[email protected]

Doug Rotman has spent his entire career in financial planning. Doug has experience helping a variety of clients both locally and across the country. He takes a comprehensive approach in getting to know his clients...

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