Vardhan

Jeane brings over 20 years of experience in the finance industry and started her career at Smith Barney in 2002. She has also worked at Raymond James & Associates, Ameriprise Financial, and Nemes Rush Family Wealth Management. She joined Vardhan Wealth Management in 2022 and is committed to providing excellent service and eager to assist clients, including onboarding, managing daily requests and responding to ongoing needs in a timely manner.

She lives in Pleasant Ridge, MI with her husband, Marshall and in her free time, Jeane enjoys yoga, trying new restaurants and travel.

Renee is the Chief Operations Officer for Vardhan Wealth Management. In this role, she leads and manages the firm’s operational functions to ensure efficient processes, regulatory compliance, and exceptional client service – including onboarding, managing daily requests and responding to ongoing needs in a timely manner. This position leverages her strategic thinking, operational expertise, and commitment to enhancing the firm’s workflows to support growth and long-term success.

Renee holds over a decade of experience in wealth management. Prior to her industry pivot, she spent 15 years in Advanced Engineering in the automotive industry at companies including General Motors, Ford and Kelsey Hayes.

Renee holds a Bachelor’s of Science degree in Industrial and Operations Engineering from the University of Michigan – Ann Arbor.

In her free time, Renee enjoys yoga, reading and cooking. She lives in Beverly Hills, Michigan with her husband, David. They have five children and two granddaughters.

Kory is the Senior Wealth Advisor & Co-CIO at Vardhan Wealth Management.

Kory is a seasoned financial professional with over 14 years of experience in wealth management and a deep commitment to delivering personalized financial solutions. As a CERTIFIED FINANCIAL PLANNER™ (CFP^®), Kory specializes in developing and implementing comprehensive financial plans, optimizing investment strategies, and overseeing portfolio management for high-net-worth clients. His expertise includes facilitating investment decisions, coordinating trading and execution, and assessing macroeconomic trends to provide insights into potential market impacts.

Kory earned his Bachelor’s degree in Finance from the University of Michigan. Outside of work, Kory actively contributes to his community as a Planning Commissioner for the city of South Lyon, where he resides with his wife, Hannah, and son, Hunter. In his personal time, Kory enjoys golf and is a passionate supporter of Michigan’s football and basketball programs.

Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. With over 25 years of experience in wealth management, Monish combines his deep expertise in financial planning with a steadfast commitment to integrity and client-first service. His personalized approach to financial strategies focuses on uncovering opportunities and addressing challenges guiding clients toward their unique financial goals while navigating both stable and volatile market environments.

Before founding Vardhan Wealth Management, Monish served as Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., where he led the Verma Wealth Management Group. He also held roles at Smith Barney and Morgan Stanley, developing extensive experience across a range of financial services. Monish earned his Bachelor of Science in Communication Pre-Law, with a minor in Business, from Michigan State University. He is a Chartered Retirement Plans Specialist^SM.

Monish is actively engaged in the community as a past president and current member of the INDO American Chamber of Commerce, as well as a charter member of Indus Entrepreneurs, Michigan Chapter. When not working, Monish enjoys spending time with his wife, Roshnee, their three sons, and his parents. He loves playing tennis, supporting Michigan State sports, and recently returned to playing golf.

Official Member of Forbes Finance Council.