Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management. A 17-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics.
Katie works extensively with busy professionals, retirees, and their families all over the United States. Her clients tend to be goal-oriented and know what they want both now and in the future. They seek out professional advice so they can spend their precious free time doing the things they love with the people they love. Katie understands that her true value as her clients' financial advisor is not just about planning. It's not just about investments. It's about the relationship built with her clients based on a foundation of total trust and respect, giving them more time to enjoy their lives knowing their financial affairs are effectively managed.
Katie lives in Wheaton with her husband and three children. For fun she enjoys downhill skiing, running, exercise, and generally tries to spend as much time outdoors as possible.
Jim Snider is a life-long resident of the Chicago area. A 1972 graduate of Northern Illinois University, he received a B.S. in Finance and later earned an M.A. in Business Administration from Governors State University.
Jim had been self-employed since 1979 as a general business consultant and systems analyst. In 1999 he transitioned to the tax and investment industry, where he continues to work today.
In Jim's professional practice he emphasizes the importance of considering the near-term and long-term tax consequences of investment and portfolio management. He hopes this emphasis has a positive impact for both his individual and business clients.
Jim lives in Warrenville and has three grown children and seven grandchildren. He spends summer weekends at his 'vacation residence' on Lake Michigan. In his free time he enjoys boating, travelling, and spending time with his grandchildren.
Since 2007, Jennifer has served individuals, families, and entrepreneurs in the areas of wealth management, retirement planning, estate planning, college funding, and business succession strategies. As an Enrolled Agent with the IRS, Jennifer is uniquely qualified to develop and incorporate income tax planning strategies her clients will face through all stages of their lives.
People choose to work with Jennifer because of her empathy, integrity, and guidance. What this means is she invests the time to understand her clients' individual situations, educate and then prepare them for the financial issues they will inevitably face.
The real benefit for her clients is the peace of mind, confidence, and clarity in knowing the work she has done will help protect and preserve their lifestyle, assets, and most importantly their families and valued relationships.
Jennifer holds a Bachelor's Degree in Accounting and a Master of Business Administration from Benedictine University in Lisle, Illinois. Jennifer also holds the designation of Chartered Retirement Planning Counselor from the College for Financial Planning in Greenwood Village, CO. In her spare time, Jennifer enjoys golf, gardening, spending time with family and friends, and being active in the charities she supports. Jennifer and her husband Bill reside in Yorkville, IL.
Rich began his career in the banking industry where his passion for helping people with their financial questions was born. He then joined a national investment firm and for the past 25 years he has provided excellent service to his loyal client base by emphasizing diversification and rebalancing.
Over the course of his career Rich has been involved in community organizations that focus on the service and assistance of senior citizens.
Rich has four children and enjoys engaging in and following their activities. In his down time he pursues his passion of ballroom dancing. Rich graduated in 1988 from Columbia College with a Bachelor of Arts in Radio Broadcasting.
Dan started his career in financial services in 2011 with a large national firm. His journey in the working world until then was focused on engineering and water resources, where he worked as a project manager. Dan earned his B.S. from Central Michigan University in 1998. In 2005, he finished his Masters in Project Management at Keller Graduate School in Chicago, Illinois.
Dan understands that clients not only invest their assets with a financial advisor, they also invest their trust. Dan places a very high value on this trust and he thoroughly enjoys developing long-term plans related to the financially significant events in the lives of individuals, families, and businesses. The satisfaction of providing guidance and peace of mind to clients is very rewarding for Dan.
Dan lives in Wheaton with his wife and two sons. He is an active member of the Western Dupage Chamber of Commerce, Wheaton Lions Club, and his church in Glen Ellyn. In his free time, Dan enjoys running, playing with his sons, and following sports.