Our purpose is to help nice advisors create the kind of firm and lifestyle they want. We provide an environment that supports employee personal development, engagement and joy!
With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and Operations collide, changing the face of back office as we know it at VPG. When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.
"Did you try rebooting it?" When he’s not managing VPG’s internal tech team or leading our Broker Dealer service teams, Tom enjoys spending his time shooting zombies with his wife and raising his 2 sons to be well rounded little geeklings.
*ring ring* “Thank you for calling, this is Carli!” As the receptionist/Executive Assistant, Carli is the voice of VPG. When she's not scheduling meetings and confirming appointments, she's running reports, wealth management plans and doing her best to make her coworkers laugh!
Lucas enjoys spending time with his wife and son. They love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.