Who We Are
Our Team
With Vestra Financial Partners, you get a cohesive, seamlessly integrated team of professionals with an innate commitment to serving at the highest level. Our clients benefit from our vast collective experience, knowledge and insights, and our multigenerational makeup and perspectives. Our all-women team leads with compassion and genuine caring – always driven by what’s in our clients’ best interest. We take a personalized, comprehensive approach by thoroughly evaluating your complete financial profile and goals and thoughtfully crafting a sound, customized strategy and solid plan for achieving those goals. Our approach considers not only our client, but generations to come, and how best to plan for a secure and comfortable retirement, as well as funding the needs of future generations. Our clients look to us as a trusted go-to confidante for anything affecting their finances – from investing to divorce to home buying. We are deeply dedicated to delivering on our promise of insightful planning and inspired outcomes for each client every day through the highest ethical standards, honest, open communication, and complete transparency in all aspects of conducting business.
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Lorrie Garber Riggs
First Vice President / Wealth Management, Financial Advisor
M. Bernadette Holland, CFP®
Senior Vice President / Wealth Management, Financial Advisor
Julie Dellisant-Flugel, CFP® ,CDFA™
Financial Advisor
M. Amy Villani
Senior Vice President / Wealth Management, Financial Advisor
Tammy A. Doan
Private Client Associate
Awards
AdvisorHub 100 Women To Watch
Lorrie Riggs named as a 2024 AdvisorHub 100 Women To Watch
Forbes 2024 Best-In-State Wealth Advisor
Amy Villani Named a Forbes Best-In-State Wealth Advisor for 2024
Forbes 2024 Best-In-State Top Wealth Women List
Lorrie Riggs and Amy Villani Named to Forbes 2024 Best-in-State Top Wealth Women Advisor List
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.