Meet The Team
We’re Fun, Social & Business Savvy.
Vanessa Peters, MD
Vice President of Wealth Management,
Exemplar Wealth Advisors, LLC
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| WHAT I LOVE ABOUT EXEMPLAR |
I am excited to be part of a team that provides holistic wealth advice which encompasses all of the different facets of our financial lives including taxes, accounting, asset protection, legal, and wealth management. We have all the experts under one roof so the client doesn’t need to coordinate between professionals and risk something being lost in translation or overlooked.
| AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- I am part of the Wealth Management team, a Registered Investment Advisor that assists clients with the “big picture”.
- I am passionate about helping busy professionals develop a roadmap to financial freedom through retirement planning, investing in diversified assets, and growing sources of passive income from tangible assets and private placements.
- I think of myself as a financial coach, as we work together to find a solution that is personalized for each client and their needs. The client is an active participant in this process.
CREDENTIALS
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Doctor of Medicine University of Calgary 2000 |
Family Medicine Residency University of Saskatchewan 2002 |
American Board of Family Medicine Board Certified 2003 |
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| FINRA Series 65 | IAR License- Pending |
LEADERSHIP
- I am a leader in my medical group, the Chief Medical Officer for Primary Care, Physician Engagement and Informatics
- I am a Board Member of Interfaith Community Services, a nonprofit that helps alleviate homelessness in San Diego County
THE REAL ME
MORE TEAM MEMBERS
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC
Joelle Paul-Cook, Ph.D.
Chief Human Capital Officer, Exemplar Companies, PBC
Katherine Brand
Managing Director, Exemplar Consulting, LLC
Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC
Jeffrey Abramczyk
Managing Director, Regulatory Compliance Practice, Exemplar Consulting, LLC
Mary Arnold
Senior Business and Lobbyist Consultant, Exemplar Consulting, LLC
Eric Geppert
Managing Director Head of Corporate/M&A, Exemplar Law, LLC
Ryan Allison
Managing Director, Head of Flexpertise, Exemplar Consulting, LLC
Andrew J Szabo, CFA
Managing Director – Tax Product and Life Sciences Practice, Exemplar Capital, LLC
Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC
Victor Garcia
Managing Director, Investment Banking, Exemplar Capital, LLC
Greg McDonnell
Senior Associate, Exemplar Consulting, LLC
Fred B. Wilcon, Esq.
Managing Director – Corporate Department, Exemplar Law, LLC
Jessica Neihardt
Operations Manager, Exemplar Companies, PBC.
Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.
Richard Feldman
FINOP, Exemplar Capital, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Chris Ashoff
Managing Director, Exemplar Consulting, LLC
Roman Vayner
Trademark Counsel, Exemplar Law, LLC
Clifton Smith
B2B Strategic Partnership and CPA Exemplar Consulting, LLC
Troy Vanderburg
Digital Innovation & Capital Markets Consultant Exemplar Consulting, LLC
Brian Tucker
Marketing and Business Strategist, Exemplar Consulting, LLC
William Dodge
Fractional COO/CFO, Exemplar Consulting, LLC
David Loughran
Senior B2B Strategic Partnership Consultant Exemplar Consulting, LLC
Bill Hoop
Managing Director – Real Estate Distribution, Exemplar Capital, LLC
Susan Walker
Paralegal, Exemplar Law, LLC
Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, LLC