Verity Investment Partners Accessibility Statement

Verity Investment Partners is committed to facilitating the accessibility and usability of its website, verityvip.com, for everyone. Verity Investment Partners aims to comply with all applicable standards, including the World Wide Web Consortiums Web Content Accessibility Guidelines 2.0 up to Level AA (WCAG 2.0 AA). Verity Investment Partners is proud of the efforts that we have completed and that are in-progress to ensure that our website is accessible to everyone.

We highly recommend using the userway accessibility widget linked in the footer, but should you experience any difficulty in accessing any part of this website, please feel free to call us at 843-379-6661 or email us at info@verityvip.com and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

PHYSICIANS

A Healthy Future

We help medical professionals – fellows, attendings, practice owners and those recently retired – live joyfully by investing wisely

What We Do

As financial specialists focused on physicians, we support you inside and outside your practice.

  • Help you envision the practice you want to build and the life you want to lead
  • Develop a financial game plan to identify the steps needed to achieve your vision while anticipating risks along the way
  • Construct and manage an investment portfolio to create the financial freedom needed to fund your game plan
  • Provide ongoing coaching to help make sure you stay on track
  • Prepare for unique needs, including putting practice real estate to work and planning for significant tax bills

Our Approach

Throughout the different stages of your medical career, we walk you through a logical yet flexible methodology so that you can make informed decisions.

  • Envision

  • Plan

  • Invest

  • Coach

    Practice Owner

  • Envision

    • Review practice cycle
    • Discuss life priorities
    • Consider return on life

  • Plan

    • Create savings plan
    • Define succession plan
    • Determine practice valuation

  • Invest

    • Build investment income stream

  • Coach

    • Educate practice owner
    • Support financial decision making

    Practice Seller

  • Envision

    • Define long-term role
    • Envision life after sale
    • Consider return on life

  • Plan

    • Create life budget
    • Discuss estate planning
    • Guide family planning

  • Invest

    • Replace practice income with investment income

  • Coach

    • Support selling process
    • Educate and support family

    Fellow/ Attending

  • Envision

    • Determine personal/professional priorities
    • Explore practice ownership and career growth

  • Plan

    • Create budget
    • Identify/assess personal risk
    • Advise on estate plan

  • Invest

    • Begin investing to replace income in retirement

  • Coach

    • Educate about financial decisions
    • Support follow-through

your medical investment team

Our team is experienced in and dedicated to serving the distinct needs of medical professionals.

Andy Anderson
Managing Director
Jessica Rusnock, CFP®
Director of Wealth Management
Shawn McLallen
Director of Operations
Andy Anderson
Managing Director
Andy joined Verity Investment Partners (VIP) in 2012 and has over 30 years of experience in investment and capital markets working with Goldman Sachs, DLJ, and The Sterling Group during his investment banking career. Additionally, Andy is a board certified veterinary surgeon and specializes in advising veterinarians and vet specialists to evaluate investment opportunities for their practices and personal needs. As a successful entrepreneur, Andy built a veterinary hospital network which was recently merged into BluePearl Veterinary Partners. He also served as Treasurer for the American College of Veterinary Surgeons. He holds a BS and a DVM from Texas A&M and an MBA from Harvard Business School.
Contact: andy@verityvip.com
Jessica Rusnock, CFP®
Director of Wealth Management
Jessica Rusnock is a Director of Wealth Management and has a decade of experience in the financial services industry. Jessica received her Bachelor’s degree in Personal Financial Planning from the Haworth College of Business at Western Michigan University. She holds her Certified Financial Planner® designation and is passionate about helping clients reach their personal dreams. Jessica is experienced in retirement income generation, multi-generational planning and giving, risk management, and estate planning.
Contact: jessica@verityvip.com
Shawn McLallen
Director of Operations
Shawn has been associated with Verity Investment Partners (VIP) since 2007 and brings with her over 20 years of operations and client care experience. Shawn spent over 16 years specifically in the veterinary industry and the last 4 years coaching companies in different industries on operations and growth systems. She worked with South Texas Veterinary Specialists growing the Texas region to over 7 locations. She is passionate about helping people and has a special affinity for veterinarians. You will find Shawn tending to our clients' needs and providing support to our team. Shawn has her BS and MA from Trinity University in San Antonio.
Contact: shawn@verityvip.com
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