About Us
Most people do not think about their financial advisor until they really need one. Then suddenly the questions get serious. Can I actually retire when I planned? Will my spouse be taken care of? Did I do enough? We built Veridian Investment Services for exactly that moment, and for every conversation that leads up to it.
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Thoughtful and Trustworthy Guidance
When we sit down with you we listen to what's important to you, learn your financial goals, answer your questions, offer guidance, and help you make well informed decisions. You deserve sound advice from, and a long term relationship with, someone you can trust. Honesty is not a value we display on a wall. It is how we do business.
Meet The Team
We have knowledgeable and experienced advisors who can help you in many ways.
Curtis Malone, CRPC®, MBA
Vice President, Wealth Management
Justin Dams, CRPC®, MBA
Vice President, Wealth Management
Who We AreWe Care About You
What we are committed to is knowing the people behind the accounts, understanding what they have worked for, and making sure the guidance we offer reflects what actually matters to them. This is not a slogan. It is the standard we hold ourselves to every day. Our members trust us with their most important financial decisions, and we do not take that for granted.
Your Next Step Starts With a Conversation
There is no obligation and no pressure, just an honest conversation about where you are and where you want to go. Reach out today to schedule a no-cost consultation with one of our advisors.