The VBC Group
Rebekah Berry, CFP®, CDFA®
Senior Vice President | Senior Investment Consultant
Jim Vermillion, CIMA®, CFP®
Senior Vice President | Senior Investment Consultant
Kristen Folland
Senior Client Specialist | Assistant Vice President
Our Team Mission
At The VBC Group, we build lasting relationships through personalized financial planning for corporate executives, business owners, and family office clients. We stay deeply engaged, proactively adapting strategies to support long-term goals in equity compensation, succession, estate planning, and wealth management.
By leveraging our team’s expertise, we deliver thoughtful guidance and exceptional service, empowering clients at every stage of their financial journey.
Extended Team
Scott Grenier, CFP®, AEP®
Tax & Estate Planner
Kelsey Clair
Senior Tax Strategist
Jonathan Raymon
Charitable Solutions Strategist
Kathy Carey
Director of PWM Research
Jaleigh White
Director of Baird Family Wealth
Erica Kroll
Insured Solutions Consultant
Laurence Kluth
Equity Compensation Planner
Laura Ames
Wealth Strategist
For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.