Vertex Wealth Advisors

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Karekin Girair Kaprelian

Karekin Girair Kaprelian

CFP®, ChFC®, CEPA®, CKA®

Private Wealth Advisor

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

Sarah Schmidt

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sarah Schmidt's website
Eric Gill

Eric Gill

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Eric Gill's website
Sandra Kramer

Sandra Kramer

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sandra Kramer's website
Steven Binder

Steven Binder

CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Steven Binder's website

Team

Nathan Schrock

Nathan Schrock

Paraplanner

Rita Bebekian

Rita Bebekian

Receptionist

Melanie Jones

Melanie Jones

Client Service Coordinator

Qualifications

  • FINRA Series 7, 63 licensed and have over thirteen years experience in finance.

Roles & Responsibilities

  • Contact for: Client Service Issues, Trades and Money Movement, Account Balance Info/Questions
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