About Us

Veritas Financial was founded by Brock Jolly and Gerald Radican to provide a financial planning experience that documents, analyzes and coordinates every aspect of our clients’ financial lives. It takes audacity to offer that level of advice, a commitment to transparency, to education, and to asking the hard questions that others may not. Each member of our team brings their own valuable expertise to the firm, and together they offer extensive knowledge and years of experience in corporate and personal financial planning.

Partners

A sought-after financial advisor, Brock has deep knowledge and resources in all aspects of financial planning.

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Gerald Radican provides financial concierge service to business owners and key executives.

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Advisors

Financial Advisor

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Jim Wehr

Financial Advisor

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Stacy Segal

Financial Advisor

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Staff
Rick Baray

Director of Financial Planning & Wealth Management

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Danielle Schill

Director of Operations

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Investment Operations Manager

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Andrea Newsome

Director of Client Service to Gordon Kimpel

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“The two most important days in your life are the day you are born and the day you find out why.”

— Mark Twain