The Impact of Relationships

PROSPERITY

We are a relationship-first firm led by a team of talented, knowledgeable and values-driven professionals with decades of extensive experience committed to being “partners in your prosperity.”

When working with Vardhan, you can expect a superior experience driven by highly personal attention, tailored advice and open access to top-tier resources, tools and technologies. You will also benefit from access to Summit’s Professional Strategy Team which will be an extension of your Vardhan Wealth team to provide complete and tailored planning, strategies and wealth management to achieve your goals across every aspect of financial life.

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Monish Verma, CRPS®

Managing Partner

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Kory Frost, CFP®

Director of Planning and Strategy

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Renee Wahl

Director of Operations

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Hani Nasher

Client Service Associate

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Steve Weinman

CIO

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Brandon Smith

Director of Integrated Planning Group

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Noreen Brown, MBA, CFA®

Director of Portfolio Management

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David Porro, CLU, ChFC®

Director of Insurance

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Jenna Bloomgarden

Director of Marketing

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Advisory Board

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