Broker Check

The VBC Group

Rebekah  Berry

Rebekah Berry, CFP®, CDFA®

Senior Vice President | Senior Investment Consultant

(312) 578-2677

Jim  Vermillion

Jim Vermillion, CIMA®, CFP®

Senior Vice President | Senior Investment Consultant

(312) 578-2672

Kristen  Folland

Kristen Folland

Senior Client Specialist | Assistant Vice President

312-578-2751

Our Team Mission 

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®

Scott Grenier, CFP®, AEP®

Tax & Estate Planner

Kelsey Clair

Kelsey Clair

Senior Tax Strategist

Jonathan Raymon

Jonathan Raymon

Charitable Solutions Strategist

Kathy Carey

Kathy Carey

Director of PWM Research

Jaleigh White

Jaleigh White

Director of Baird Family Wealth

Erica Kroll

Erica Kroll

Insured Solutions Consultant

Laurence Kluth

Laurence Kluth

Equity Compensation Planner

Laura Ames

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.