Our services

We'll Guide You Every Step Of The Way

Integrity, Knowledge & Commitment

Our Mission

“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.

A Message From <b><u>Scott Vedder</u></b>
Wealth Management Advisor

A Message From Scott Vedder

The generational relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money. We provide innovative solutions using high quality investment products and world-class insurance services. Whether you are concerned for your own financial needs or those of your family or business, we can help identify and solve those needs with contemporary products and traditional values.

you can relax knowing you have a road map to achieve your goals.

We Can Help.

Retirement Planning

Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided for all.

Education Funding

If one of your financial goals is to pay for a child’s education, the earlier you establish a college savings plan the better.

Estate Planning

While the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader strategy.

Employee Benefits

A well-designed benefits package can give you a competitive advantage in the war for talent.

Executive Benefits

Our team can help you design an executive benefits package that provides additional compensation to your valued employees.

Investment Strategies

We can offer you the expertise you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.

make smart decisions about your money

If You Dream It,
We'll Help You Live It.

Let’s make this the year we turn your
dreams into plans. Get started.

The Support You Need

Meet Our Team

Wyndi Pelt


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.

Wyndi L Pelt

Director of Operations and Benefits
Lori Halligan

Hi there!

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.

Lori C Halligan

Director of Investment Operations
Warren Jennifer-TVG Headshot


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.

Jennifer Warren

Director of Client Services
Let's Make a Plan Together

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