Whether you are thinking about launching a new business, or planning to expand an existing one, our team can help you to create, grow and protect your business's value.
The reality is that you are often responsible for managing your own retirement, educational funds, and estate wishes. These start with making sure you’re strategic in your planning.
Your goal to achieve financial security will undoubtedly include investing for your future. We offer the expertise you need to ensure your investment strategy is aligned with your goals, timeline and risk.
“Our mission is to foster life-long relationships through trust, hard work and continuing education while maintaining a firm commitment to family and community.”
The Vedder Group focuses on building long-term relationships based on integrity, knowledge and commitment. When you become a client, you place your trust in our firm to make your vision a reality. We honor that trust by standing committed to providing the best client experience possible.
Let’s make this the year we turn your
dreams into plans. Get started.
A member of The Vedder Group since 2004, Wyndi serves as the director of marketing and business operations for the firm. Wyndi’s primary focus is overseeing and refining the overall client experience.
Lori joined The Vedder Group in 2010 as the director of investment operations. With her many years of investment service experience, Lori’s primary focus is helping clients monitor and manage their investment portfolios and to work as a liaison between clients and brokerage companies.
Jennifer joined our team early 2023 and serves as our Director of Client Services. As part of our ongoing commitment to our clients, Jennifer’s focus is dedicated to enhancing the overall experience. She will be the first voice you hear on the phone and the smiling face that greets you at the door. Jennifer coordinates our client meetings, directs client communications and manages service requests. Jennifer collaborates with the team for meeting preparation and data retention.