Client Service Professionals

At Vestia, our Client Service Administrators & Financial Planning Analysts do the heavy lifting of coordinating your entire financial life behind the scenes. They make sure you and your advisors know what needs to happen and when. They are the best first point of contact whenever you have a service question.

Meet Ella
Ella Anderson
Client Service Administrator
Meet Abbey
Abbey Clark, FPQP®
Financial Planning Analyst
Meet Judy
Judy Combs
Client Service Administrator
Meet Wendy
Wendy Helmkamp
Client Service Administrator
Meet Annie
Annie Leible, FPQP®
Financial Planning Analyst

Negotiation Specialist

When it comes to contract negotiation, Total Value Maximization™ requires training on a multi-disciplined level.

Meet Greg
Greg Allen, MBA
Negotiation Specialist


At Vestia, we approach things differently than most financial firms. There’s intentionally no majority owner with their last name on the door. Instead, we have a full partnership track much like a law firm or medical practice might have.

These outstanding advisors support the work of our partners.

Meet Jen
Jen Chatfield, AAMS®
Financial Advisor
Meet Lindsey
Lindsey Hanson,
Support Advisor
Meet Christy
Christy King
Financial Advisor ChFC®
Meet Kim
Kim Pham-Gallihugh, FPQP®
Support Advisor
Meet Chris
Chris Robbins, CFP®
Financial Advisor
Meet Reis
Reis Yoder
Support Advisor

Partners & Executives

At Vestia, nobody is on an eat-what-you-kill model. Instead, we desire to be the most collaborative firm in the world. As such we designed our entire infrastructure to support total collaboration.

In other words, when you work with one of us, you’re truly gaining support from all of us. This allows our advisors to specialize across various practice groups, so if they’re not the right advisor for you, they know one who will be.

Meet Jacque
Jacque Denson, CFP®
Meet Forrest
Forrest Friedow
Partner & Chief Development Officer
Meet Cameron
Cameron Heasley, CFP®
Meet Kameron
Kameron Helmuth,
Partner & Chief Growth Officer
Meet Tommy
Tommy Martin,
Meet Lauren
Lauren Oschman,
Partner & CEO
Meet Brad
Brad Quick, CEPA®
Partner, President & COO
Meet Michael
Michael Trent, MBA, CFP®
Partner & CTO


Our back office cannot run without the outstanding team members and partners who make it happen day in and day out.

Meet Dedrick
Dedrick Jackson
Marketing Specialist
Meet Angie
Angie Gallmeyer
Office Administrator, Corporate Headquarters
Meet Joe
Joe Metcalf, MPAS®
IT & Operations Manager
Meet Stacy
Stacy Sizemore
Chief Compliance Officer