VERITAS FINANCIAL - Key Persons
Andrea is responsible for seeing our clients through the insurance and investment business application processes.
Andrea Newsome joined the team in February of 2015 as Director of New Business. Andrea is responsible for seeing our clients through the insurance and investment business application processes. She coordinates the flow of information and documentation with our clients, underwriters, account specialists, insurance carriers, and medical providers. She has more than 25 years of experience in the health, life and behavioral health care arenas. Most recently, Andrea was a national accounts manager for a major health insurance company. She has extensive experience in account management, proposal and project management, and marketing/communications. She holds a BA from the University of Virginia, and a life and health license.
Outside of her work life, Andrea enjoys spending quality time with family and friends, participating in music ministry, the performing arts, salsa dancing, and yoga.
Andrea is located in our Tysons, Virginia office, and can be reached by phone at 703-424-2408 or via e-mail at anewsome@vfwealth.com.
Angel oversees the financial planning and wealth management operations of Veritas Financial as our Director of Financial Planning and Wealth Management.
A native of Peru and raised in Miami, Florida, he started his career with Merrill Lynch in 2000 in its Miami International office working exclusively with ultra-high net worth clients from South America. After considering running the Puerto Rico wealth management office for Banco Santander in 2002, he instead left the industry on the heels of 9/11 and moved to Washington D.C. to live with his college sweetheart. He was subsequently hired by Edelman Financial in Fairfax, Virginia where he honed his financial planning skills working with a group of senior financial advisors. In 2004, Angel opted to go back to Merrill Lynch in their Washington D.C. office where he focused on portfolio management and business development. After nine years with Merrill, Angel was recruited by UBS to work and consult to several wealth management teams.
In 2019, Angel had the good fortune to seek a position with Veritas Financial and he immediately clicked with founding partners Brock Jolly and Gerald Radican. "These guys get it," he recalls thinking after the initial interview. At Veritas, Angel's responsibilities include synchronizing all aspects of the fee-based financial planning process, the investment research and oversight of the firm, and offering a comprehensive wealth management experience to Veritas clients. Angel is passionate about providing solutions to clients that add value and strives to implement a Family Office approach. Operationally, Angel focuses on increasing efficiency of processes and effectiveness of time management. He holds an MBA from Georgetown University's McDonough School of Business and a bachelors in Political Science from The University of Michigan in Ann Arbor (Go Blue!).
Angel lives in Great Falls, Virginia with that same college sweetheart, Seri, three beautiful daughters, Vivian, Evelyn and Catalin, and his rescue pup Paco. In his spare time, he enjoys reading non-fiction, watching La Liga Spanish soccer, hanging out with his family, gardening, and traveling. His favorite vacation spots are Coronado, California and Turks & Caicos.
Angel is located in our Tysons, Virginia office, and can be reached by phone at 703-424-2404 or via e-mail at airazola@vfwealth.com.
In early 2000, when Brock Jolly launched his financial planning career, he - like so many business owners - had a grand vision.
He sought to develop a collaborative approach to wealth management that would wholly address a client's financial picture. He was resourceful, creative, and independent, and knew he would eventually figure out how to make his dream a reality.
Brock began presenting adult education seminars on college funding strategies. Over the course of the past fifteen years, he has perfected the art of developing educational seminars to make complex financial topics accessible to wide audiences. Brock's college funding seminar teaches parents how to help pay for college for their kids without sacrificing their own retirement savings.
Brock's vision of the business would come to fruition in 2014, when he partnered with Gerald Radican to form Veritas Financial. "We merged two varied practices to help a broader set of clients with a deeper set of solutions," Brock explains. He excitedly adds, "Veritas Financial allows us to build something that is much bigger than the sum of our practices, and allows our clients to truly benefit from the synergies of partnership."
Brock graduated from the University of Virginia in Charlottesville, Virginia in 2000. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and holds many other industry designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) Certified Family Business Specialist (CFBS®) and Retirement Income Certified Professional (RICP®).
Brock has been recognized as a top performer within the industry. In 2011, he was named the national National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA's Investment Committee, where he worked closely with NAIFA leadership to manage the association's reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA-the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Greater Washington Foundation of Insurance and Financial Advisors in recognition for his longstanding service to the Foundation, the financial services industry, the highest standards of professional conduct, and unselfish community service. He currently serves as the National Treasurer for NAIFA, the leading industry association for financial advisor advocacy on behalf of the clients we represent.
In his spare time, Brock enjoys traveling, distance running and playing ice hockey. He lives in Arlington, Virginia with his wife, Lauren, their young son, Bryson, and a rescued pit bull, Chico.
Brock Jolly's mission is to help his clients keep more of the money they've earned.
Darren is the conductor that keeps our trains running on time!
Darren Davis joined the Veritas Financial team as a Wealth Advisor in 2020. He brings a passion for providing clients with an exceptional experience utilizing a holistic approach to financial planning. He holds a Series 7 and 66 FINRA license along with his Virginia Life and Health Insurance License.
A native of the Northern Virginia area, Darren is a graduate of Radford University. After college, he lived in Charlotte, North Carolina where he worked in the banking and financial services industry. When an opportunity arose for him to return to the Washington, D.C. region, he returned home and ultimately found his way to Veritas through a long-time industry colleague and family friend of the Davis family. We are excited to have him on board.
Darren is often a primary point of contact for many of our existing clients. Whether a regularly-scheduled review meeting, a friendly update or a needed service resolution, Darren's experience and positive attitude has been a tremendous asset as another set of eyes, ears and hands around the Veritas offices.
When Darren is not meeting with or servicing clients you can find him coaching youth basketball, golfing, spending time with his family or attending a local concert.
Darren is located in our Tysons, Virginia office, and can be reached by phone at 703-424-2420 or via email at ddavis@vfwealth.com.
Darren is the conductor that keeps our trains running on time! He is responsible for ensuring that our client service model runs impeccably.
With over twenty years experience through many different market cycles, Elizabeth's perspective will help develop a unique plan to reach your financial goals.
As the newest member of the Veritas team, Elizabeth brings over twenty years of experience as well as great empathy and understanding when speaking with clients about their financial goals and concerns.
Elizabeth entered the financial services industry in 1998 and has weathered through several market cycles to include the 2000 collapse of the technology bubble, 9/11 terrorist attacks, the financial crisis of 2007-2008, and the current Coronavirus pandemic and shutdown of the economy. Elizabeth is an accomplished financial services professional with extensive experience as a marketing representative as well as a client relations specialist. Her vast industry knowledge, effective problem-solving skills, and compassion have been keys to her success in serving the needs of high net worth individuals. She adds value to the clients of Veritas by proactively reaching out to our clients to ensure that they are on track for accomplishing their goals and, along with our partners and other advisors, serving as an additional set of eyes and ears for our clients.
Elizabeth holds her Series 7 and 66 licenses and is a graduate of the University of Virginia. In her spare time, Elizabeth enjoys spending time with her 3 children, teaching Sunday School, volunteering with her boys through the Young Men's Service League, playing tennis, and cheering on the University of Virginia Cavaliers.
With over twenty years experience through many different market cycles, Elizabeth's compassion and understanding will help develop a unique plan to reach your financial goals.
Gerald provides financial concierge service to business owners and key executives.
Back in college, if you had asked Gerald Radican if he could imagine a career in the financial services industry, the instant response would have been a resounding "no!" Yet in the summer of his junior year, Gerald was offered an internship to work with his brother-in-law, who was then building a financial planning practice in the Washington, D.C. area. Little did Gerald know at the time that his brother-in-law had a hunch he would be good at this business - and that there really was no internship program. "He thought, if I only got a taste of it, I might like it and stay," laughs Gerald.
That hunch proved to be right on the mark: Gerald was a natural fit, and was licensed as a broker even before he graduated from college. "It was truly a great decision to get into this business and to this day, I am thankful for the guidance I received," he says.
Now in its third decade of operation, Gerald's financial planning practice continues to thrive. He attributes the strength of his practice to a commitment to building long term relationships with his clients. "If I can provide suitable advice and excellent service that gets people closer to their financial goals, I'm doing my job," he says.
Gerald assists clients with diverse needs, ranging from wealth management and financial planning to personal life insurance and executive benefits. Clients experience a comprehensive approach offered through the partners at Veritas Financial, while taking advantage of Gerald's particular subject matter expertise in risk management and his personal attention to their specific needs. "I help my clients address the financial issues in their lives that they know they should, but for any number of reasons don't have the time or desire to," Gerald explains.
Gerald earned his Bachelor's degree in Economics from Radford University. He is a member of the National Association of Insurance and Financial Advisors, and the Greater Washington Society of Financial Service Professionals.
Outside of work, Gerald enjoys spending time with his family, traveling, and coaching sports. He resides in Lansdowne, Virginia, with his wife, Michele, and their two children.
Gerald Radican provides financial concierge service to business owners and key executives.
With over 35 years of business and financial planning experience, Gordon Kimpel brings unparalleled knowledge and expertise to his clients.
Gordon is dedicated to enhancing the lives of his clients by improving their financial security and independence through expert advice and planning, employing instruments of protection and accumulation, delivered with a lifetime of personalized service. Gordon's professional designations as a CLU, ChFC and CFBS demonstrate his unique ability to help his personal and business clients to accomplish their goals. Gordon was recognized for the eighth time as one of only 19 insurance advisors recommended in the November 2019 Washingtonian Magazine Article "Top Money Advisors."
Gordon participates in many financial planning organizations in the Greater Washington DC area. He is a past President of the Washington DC Estate Planning Council and the National Capital Chapter of the Society of Financial Service Professionals, and also a member of the Northern Virginia Estate Planning Council, McLean Estate Planning Council, the Greater Washington Association of Insurance and Financial Advisors.
With Gordon's combination of financial industry experience and involvement in financial organizations within his community, he brings a unique approach to financial management.
Outside of his financial planning practice, Gordon enjoys spending his free time with his family, skiing, running and at the Outer Banks. Also, he instructs at high performance driving events and has driven at most of the East Coast race tracks with the BMW, Ferrari, Corvette, Audi and Porsche Car Clubs.
Jim is active in charitable causes. Currently he is the President and Chairman of the Board of Loudoun County Habitat for Humanity.
Jim Wehr graduated from Georgetown University in 1978 and began a career in the financial services industry that same year. He is the Past president of the Leaders Club of Washington and is a member of the Greater Washington Association of Insurance and Financial Advisors, The Society of Financial Services Professionals, The Accountants Society of Virginia, and the Potomac Business Alliance.
Jim is active in charitable causes. Currently he is the President and Chairman of the Board of Loudoun County Habitat for Humanity.
Jim and his wife Sandy, along with their three sons, Michael, Danny & Jack, live in Hamilton, Virginia. They currently have two sons at the University of Mary Washington in Fredericksburg, Virginia. Jim enjoys fishing, watching his sons play Rugby, and has a passion for classic cars. He is currently building a replica of a 1965 Ford Cobra in his garage.
Jim is located in our Lansdowne, Virginia office, and can be reached by phone at (703) 729-8337 or via e-mail at jwehr@vfwealth.com.
Joe handles new client onboarding and paperwork for all of our investment clients.
Joseph Bertoni joined Veritas Financial in 2018. Joe has previous experience working in government compliance with a local defense contractor.
A native of Northern Virginia, Joe attended George Mason University where he received his Bachelor of Science degree in Conflict Analysis and Resolution with a minor in Geography.
Joe enjoys reading, movies, and playing board games.
Joe is located in our Tysons, Virginia office, and can be reached by phone at 703-394-7144 or via e-mail at jbertoni@vfwealth.com.
By working one-on-one with clients, Marcelle ensures that all their service needs are met in an efficient and timely manner.
Marcelle brings over 29 years of passion, achievement, and experience to the Financial Service industry. She joined Gerald Radican's practice in 2008 and with her extensive knowledge of the underwriting and client services area she provides an uncompromising level of service to clients. By working one-on-one with clients, Marcelle ensures that all their service needs are met in an efficient and timely manner.
Marcelle lives in Frederick MD with her husband and son. In her spare time, she enjoys traveling, watching sports and volunteering in her local community.
Marcelle is located in our Vienna, Virginia office, and can be reached by phone at 703-729-8486 or via e-mail at mfarinha@vfwealth.com
Marcelle brings over 30 years of passion, achievement, and experience to the Financial Service industry.
Mark is responsible for the financial planning process and firm compliance and supervision.
Mark Lester, CFP® joined Veritas Financial in 2014 and is the Financial Planning Director and Firm Supervisory Officer. Mark is a native of West Hartford, Connecticut and began his financial services career in 2001, working as an advisor for MassMutual Financial Group. He found his niche in Financial Planning and was appointed Director of Financial Planning in 2004.
A graduate of The University of Rhode Island with a Bachelor of Science Degree, Mark Lester holds Series 6, 7, 63, 65, 24 and 53 registrations with FINRA (www.finra.org) and is licensed in the states of Maryland, Florida and Virginia to sell life, accident/health, variable insurance and securities products. In addition, Mark is licensed to sell securities in the Maryland, Virginia, Connecticut, New York, Michigan, Georgia, and Florida. Mark has also earned an Executive Certificate in Financial Planning from Georgetown University.
Mark enjoys canoeing, camping, hiking, photography, and playing guitar. He is also a volunteer in the public and business community. Mark has served on committees for the Arthritis Foundation, and the National Capital Chapter of the Business Ethics Award.
Mark is located in our Tysons, Virginia office, and can be reached by phone at 703-394-7143 or via e-mail at mlester@vfwealth.com.
Monica is responsible for client service-related issues, policy and account transactions.
Monica Barnes grew up in Fairfax, Virginia. After attending George Mason University and The University of Virginia, she started in the financial services industry in 1987. In 2010, Monica joined Brock Jolly's firm as the Director of Operations. Monica is responsible for client service-related issues, policy and account transactions and helps to make sure the office runs as efficiently as possible. She holds Series 7 and 63 FINRA registrations and is a Notary Public for the Commonwealth of Virginia.
Monica lives in Fairfax City with her family. When not working, Monica is a voracious reader, enjoys finding a great deal at an estate sale, volunteers for her son's little league team, and she knits and crochets. Her guilty pleasure is watching UFC mixed martial arts fights!
Monica is located in our Tysons, Virginia office, and can be reached by phone at 703-424-2402 or via e-mail at mbarnes@vfwealth.com.
Monica assists with client service-related issues, policy and account transactions.