Will, along with his wife Paula, founded Verity Investment Partners (VIP) and has over 30 years of experience in the investment and private equity business. Will began his career as an investment banker with Alex Brown, Inc and prior to forming VIP served as the Chairman and CEO of a private equity investment company. He currently serves on the Board of American Financial Group (NYSE: AFG), a leading provider of specialty property and casualty insurance and other financial services, and served on the Board of Chiquita Brands, Intl. from 1994 until 2002. Will received a BA from the University of Virginia and an MBA from Harvard Business School.

Paula is the co-founder of Verity Investment Partners (VIP) and has over 15 years of experience in the investment industry as an operations and compliance officer. She previously worked with Real Soft Systems and with National Data Corporation in Atlanta. Paula received a BA from the University of North Carolina at Chapel Hill and an MBA from the University of Cincinnati.

Jon joined Verity Investment Partners (VIP) in 2006 and has over 45 years of experience in the investment and financial services industry. Prior to joining VIP, Jon spent 38 years with JP Morgan Chase and its affiliates, most recently as the CEO of Bank One Trust Company in Chicago, IL. Jon earned his BA from the University of Virginia and a BFT from Thunderbird University in Phoenix, AZ.

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 focuses on 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.

David joined Verity Investment Partners (VIP) in 2024 and has over 20 years of experience in the investment industry serving clients in multiple roles. Prior to joining VIP, he served for 17 years at ThomasPartners, Inc. serving as Director and was a trusted advisor and portfolio manager to his clients. David received a BA from University of Vermont and an MBA in Finance from Fordham University.

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.

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.

Andrew joined Verity Investment Partners (VIP) in 2013 and has over 10 years of experience in the investment industry as an advisor and financial planner. Prior to joining VIP, Andrew worked as a financial advisor for Abacus Planning Group in Columbia, SC. Andrew received a BS in Financial Management from Clemson University in 2006 and is a CFP®.

Edward joined Verity Investment Partners (VIP) in 2019 and has 9 years of experience in the investment industry in multiple roles. Prior to joining VIP, he served as Director of Wealth Management at Blackwell Boyd & Associates. He also served as a Client Portfolio Manager at Dividend Assets Capital. Edward is a Certified Investment Management Analyst^® (CIMA^®) and received his MBA from Clemson University.

Nancy joined Verity Investment Partners (VIP) in 2016 and has over 10 years of experience in the financial services industry as a client relationship specialist. Prior to joining VIP, Nancy served as a registered Para-planner and Client Administrator for a Registered Investment Advisory firm.

Cindy joined Verity Investment Partners (VIP) in 2023 and has over 18 years of experience in the financial services industry.  Prior to joining VIP, Cindy served as a Sr. Financial Assistant at Hefren-Tillotson, a financial firm in Pittsburgh, PA. Cindy has her BS from SUNY Oswego.

Tanya serves as a Chief Compliance Officer with over a decade of experience in financial services. She has extensive experience in leading compliance programs for established SEC registered investment advisers and building compliance programs for new registrants. Her previous experience includes working as an in-house Chief Compliance Officer for two SEC registered RIAs and working on the advisory compliance team with Raymond James Financial. Tanya earned her Bachelor of Science in Accounting from Purdue University Global and has previous passed the FINRA series 7, 66 and 24 exams. She also spent 8 years enlisted in the US Army Reserves as Military Police. When she is not working Tanya enjoys traveling and spending time with her kids.

Julie joined Verity Investment Partners in 2025, bringing a passion for client service honed through extensive nonprofit and faith-based organizations. Her work has focused on supporting people through both everyday needs and important transitions. She is dedicated to building genuine connections and making sure every client feels truly heard and supported. Julie holds a bachelor's degree from Clemson University and a master's degree from Gordon-Conwell Theological Seminary and is passionate about supporting clients in pursuing their financial goals with confidence, enabling them to realize their dreams and live life more fully.

Michael joined Verity Investment Partners (VIP) in 2018 and has over 20 years of experience in the investment industry in multiple investment and leadership roles. Prior to joining VIP, Michael was a co-lead Portfolio Manager for Goldman Sachs Asset Management (GSAM) and Managing Director of Investment Strategy for Dividend Assets Capital. He also served as co-CIO, COO, CFO and Portfolio Manager during his career with Greenwood Capital Associates. Michael is a Chartered Financial Analyst^® (CFA^®) and received a BS from The Citadel.

Mick joined Verity Investment Partners (VIP) in 2019 and has 20 years of experience in the investment industry in multiple roles. Prior to joining VIP, Mick was a Strategy Manager and Senior Equity Analyst for Dividend Assets Capital. He also was a Portfolio Manager on multiple strategies at Icon Advisers. Mick is a Chartered Financial Analyst^® (CFA^®) and received his MBA from the University of Denver and BS from the University of Colorado.

Mike joined Verity Investment Partners in 2017, bringing more than 10 years of investment industry experience to the team. His primary responsibilities include security analysis and industry research as well as the implementation of trade ideas. Prior to joining VIP, Mike worked at UBS as an associate for both the Equity Strategy and Property & Casualty Insurance teams. Previously, Mike worked at Wells Fargo as an analyst on its Alternative Strategies team, where he was involved in the sourcing and ongoing coverage of long-short and multi-strategy hedge funds. Mike earned a BS in Analytical Finance from Wake Forest University and an MBA from Duke University’s The Fuqua School of Business, where he graduated as a Fuqua Scholar (top 10%). Additionally, Mike is a Chartered Financial Analyst^® and member of the New York Society of Security Analysts.

Keith joined Verity Investment Partners (VIP) in 2023 and has 22 years of experience in the investment industry, most recently as the Lead Execution Trader for the wealth management division of City National Bank, overseeing a team of four equity traders. He also worked for RBC Wealth Management and Bank of America in multiple trading and back-office roles. Keith graduated with a bachelor’s degree in business administration from SUNY Brockport.