Vertex Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo for Vertex Wealth Advisors
Team photo for Vertex Wealth Advisors

View Larger


Advisors

Advisor photo for Karekin Girair Kaprelian

Karekin Girair Kaprelian

CFP®, ChFC®, CEPA®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Karekin Girair Kaprelian's website
Advisor photo for Sarah Schmidt

Sarah Schmidt

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sarah Schmidt's website
Advisor photo for Eric Gill

Eric Gill

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Eric Gill's website
Advisor photo for Sandra Kramer

Sandra Kramer

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sandra Kramer's website


Team

Nathan Schrock

Nathan Schrock

Paraplanner

Personal Intro

MSFS, ChFC®, CLU®, CEP®, CFS®

Qualifications

  • CSFS®, ChFC®, CLU®, CEP®, CFS®, CAS®
  • MS in Financial Services, IBF
View more
Zhanet Kaprelian

Zhanet Kaprelian

Office Manager

Qualifications

  • BA in Christian Studies, Grand Canyon University
  • MA in Biblical Exposition, Liberty University, Lynchburg, VA

Roles & Responsibilities

  • Human Resources
  • Office Administration
  • Employee Retention and Recruiting
View more
Rita Bebekian

Rita Bebekian

Receptionist

Joseph Lehto

Joseph Lehto

Client Service Specialist

Qualifications

  • BS in Criminology and Criminal Justice, Northern Arizona University

Roles & Responsibilities

  • Maintaining Client Records
  • Administrative Assistant
  • Meeting Prep
View more
Spencer Stepanian

Spencer Stepanian

Paraplanner

Qualifications

  • Series 7

  • Bachelor's of Science in Business Administration: Financial Planning from Liberty University

Roles & Responsibilities

  • Trading
  • Money Movement
  • Client Service
View more