foundation of everything we do.”
Managing Partner
Our retirement plan advisory team has breadth of knowledge and practical experience with each component of retirement plans. In other words, we are a full-scope firm, but we achieve this with stronger than average consultants instead of piecing together teams with siloed individuals whose collective billing rates will increase revenue for the firm.
Our approach is more efficient and effective, and it leads to better outcomes for plan sponsors who have a passion for maximizing the quality of this important benefit for their team members.
Our retirement plan advisory team has breadth of knowledge and practical experience with each component of retirement plans. In other words, we are a full-scope firm, but we achieve this with stronger than average consultants instead of piecing together teams with siloed individuals whose collective billing rates will increase revenue for the firm.
Our approach is more efficient and effective, and it leads to better outcomes for plan sponsors who have a passion for maximizing the quality of this important benefit for their team members.
Our wealth advisors have extensive financial planning knowledge, but they also serve on the Veratis Investment Committee responsible for selecting and monitoring investments used with both personal wealth and large corporate clients. This structure is unique since wealth advisors rarely have deep knowledge in both financial planning and institutional investing.
Our goal is to deliver this uncommon strength to personal clients who are a good fit - at a fee that is below industry norms.
For corporate clients, we create custom target date or target risk portfolios, and the structure of these solutions 1) helps to offset the “cons” of fund company solutions, 2) increases participant suitability, 3) improves retirement outcomes, and 4) reduces fiduciary liability. For our personal wealth clients, we have developed a highly innovative strategy that helps to reduce investor anxiety and improve allocation accuracy before and after retirement.
As industry insiders, we encourage prospective clients to ask more detailed investment questions when interviewing firms. A common misconception is that larger firms have similar investment processes. In reality, this assumption is meaningfully off target, which is the reason prospective clients should take the time to identify issues up front instead of experiencing the negative outcomes of a weak process down the road.
Our leadership team plays a vital role in establishing the firm’s strategy and ensuring that we have the team to meet the higher standards Veratis has become known for. Information for each leader is provided below.
Our leadership team plays a vital role in establishing the firm’s strategy and ensuring that we have the team to meet the higher standards Veratis has become known for. Information for each leader is provided below.
Managing Partner and Retirement Plan Consultant
Title: Managing Partner, Retirement Plan Consultant
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.
Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999. He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.
Partner and Data Management Director
Title: Partner and Data Management Director
Firm Roles: Member of Veratis’ Leadership Committee
Area of Focus: Managing the firm’s investment database and institutional client reporting process.
Background: Peggy co-founded Veratis in 2001 after serving as a data management specialist with a prior advisory firm. Before entering the retirement industry in the 1998, she was a software trainer. Peggy is a graduate of Meredith College and East Carolina University.
Retirement Plan Consultant
Title: Retirement Plan Consultant
Firm Roles: Member of Veratis’ Leadership Committee
Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.
Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation. Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania. She is a graduate of UNC Chapel Hill.
Partner and Wealth Advisor
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Steve received his B.S.B.A. in Finance from UNC Wilmington and completed Wake Forest University’s CFP® program in 2018. He has been in the retirement industry since 2003 and led the firm’s investment research efforts prior to transitioning to a wealth advisory role in 2015.
Partner and Wealth Advisor
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010. He is also an active program participant in CFA Institute’s CFA program.
Partner and Investment Research Director
Title: Partner and Investment Research Director
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.
Background: Bryce received his B.S.B.A. in Finance from North Carolina State University. He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.
Managing Partner and Retirement Plan Consultant
Title: Managing Partner, Retirement Plan Consultant
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.
Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999. He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.
Partner and Data Management Director
Title: Partner and Data Management Director
Firm Roles: Member of Veratis’ Leadership Committee
Area of Focus: Managing the firm’s investment database and institutional client reporting process.
Background: Peggy co-founded Veratis in 2001 after serving as a data management specialist with a prior advisory firm. Before entering the retirement industry in the 1998, she was a software trainer. Peggy is a graduate of Meredith College and East Carolina University.
Retirement Plan Consultant
Title: Retirement Plan Consultant
Firm Roles: Member of Veratis’ Leadership Committee
Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.
Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation. Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania. She is a graduate of UNC Chapel Hill.
Partner and Wealth Advisor
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Steve received his B.S.B.A. in Finance from UNC Wilmington and completed Wake Forest University’s CFP® program in 2018. He has been in the retirement industry since 2003 and led the firm’s investment research efforts prior to transitioning to a wealth advisory role in 2015.
Partner and Wealth Advisor
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010. He is also an active program participant in CFA Institute’s CFA program.
Partner and Investment Research Director
Title: Partner and Investment Research Director
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.
Background: Bryce received his B.S.B.A. in Finance from North Carolina State University. He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.
Managing Partner and Retirement Plan Consultant
Title: Managing Partner, Retirement Plan Consultant
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.
Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999. He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.
Partner and Data Management Director
Title: Partner and Data Management Director
Firm Roles: Member of Veratis’ Leadership Committee
Area of Focus: Managing the firm’s investment database and institutional client reporting process.
Background: Peggy co-founded Veratis in 2001 after serving as a data management specialist with a prior advisory firm. Before entering the retirement industry in the 1998, she was a software trainer. Peggy is a graduate of Meredith College and East Carolina University.
Retirement Plan Consultant
Title: Retirement Plan Consultant
Firm Roles: Member of Veratis’ Leadership Committee
Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.
Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation. Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania. She is a graduate of UNC Chapel Hill.
Partner and Wealth Advisor
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Steve received his B.S.B.A. in Finance from UNC Wilmington and completed Wake Forest University’s CFP® program in 2018. He has been in the retirement industry since 2003 and led the firm’s investment research efforts prior to transitioning to a wealth advisory role in 2015.
Partner and Wealth Advisor
Title: Partner and Wealth Advisor
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.
Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010. He is also an active program participant in CFA Institute’s CFA program.
Partner and Investment Research Director
Title: Partner and Investment Research Director
Firm Roles: Member of Veratis’ Investment and Leadership Committees
Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.
Background: Bryce received his B.S.B.A. in Finance from North Carolina State University. He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.
Privacy Policy SEC Registered Investment Advisor Map and Directions 
