Our Story
Our roots date back to 2004, when Chris Benfer and Matt MacNeal first envisioned a financial planning practice to deliver the best possible experience for clients.
Since our founding in 2012, we’ve prioritized genuine connections between advisors and clients, built on a foundation of trust and dedication to meeting individual goals. In 2020, we strengthened our firm’s gender diversity and long-term succession plan with the promotion of Cortney Milner and Kathleen Simolike to partners at Veery Capital.
In 2021, we launched our rebrand to Veery Capital, motivated to update our name and branding to represent our expertise and who we are as a team.
Our Team
The Veery Capital team is here to help you meet your goals. Learn more about us.
D. Christopher Benfer, CFP®, AIF®
Partner,
Institutional Services
Since 1994, Chris has been able to deliver exceptional financial services to his clients based on relationship building and customized planning.
Matthew MacNeal, CFP®, AIF®
Partner,
Individual Client Services
Over the past 22 years, Matt has been able to grow a niche financial planning practice that helps clients get organized, create goals and achieve things they previously thought were unattainable.
Cortney Milner, AIF®
PARTNER,
Institutional Services
After interning with Matt and Chris during her senior year, Cortney graduated from West Chester University in 2008 and began her financial career at Veery Capital..
Kathleen Simolike, CFP®
PARTNER,
Individual Client Services
After interning with Matt and Chris during her senior year at West Chester University, Kathleen began working full time with Veery Capital in 2009.
Kelly Law
Chief Operating Officer
Kelly interned with Matt and Chris during her senior year at West Chester University before transitioning into an operations role at a larger financial services firm for 12 years.
Robert B. Welch, RFC®
Financial Advisor,
INDIVIDUAL CLIENT SERVICES
With almost 25 years’ experience in financial services, Rob has worked extensively with clients to develop tailor-made solutions for their financial needs.
Sarah Shaw, CFP®
FINANCIAL ADVISOR,
MEDICARE SPECIALIST
Sarah’s career started 16 years ago in insurance services. Her strong client relationships helped establish her successful Medicare business and sparked a desire to expand her services through the financial planning industry.
Alex Myers
INDIVIDUAL CLIENT SERVICES
Alex joined Veery Capital in 2018, adding her strong communication skills and excellence at building trusted relationships to the client service team.
Brianna Culbertson
CLIENT SERVICE ASSOCIATE,
INSTITUTIONAL SERVICES
Brianna joined Veery Capital in 2018 as a receptionist. Three months later, in January 2019, Bri was promoted to her current role as client service associate for our institutional clients.
Kate Muckle
Bringing her expertise in marketing and communications, Kate joined Veery Capital in August 2021.
Tre Tillman
After interning with Veery Capital in 2021, Tre officially came on board in August 2022 to help support the day to day operations of our Individual and Institutional Service teams.
RJ Zoba, AIF®
ASSOCIATE ADVISOR
RJ began his journey in the financial industry in 2019 during his internship at Veery Capital. Upon graduation, he transitioned into his role as our Investment Specialist on the Individual Client Services team where he gained important knowledge and skills.
Celina Riccardo
OPERATIONS ASSOCIATE,
INDIVIDUAL CLIENT SERVICES
Celina began her career at Veery Capital in September 2024, adding her strong communication and leadership skills to the team. .
Oliver the Dog
VEERY CAPITAL’S MASCOT
Specifically recruited from a farm in Lancaster, PA, Ollie joined Veery Capital in 2017.
The Veery Capital Way
Veery Capital is equipped to meet your organization’s needs.
Custom Solutions
We know that everyone’s financial goals and needs are different. From big shifts to small changes, we have an expert, committed team ready to meet your needs. Our holistic financial wellness program – and our fee-based pricing model – means that we’re committed to doing what’s best for you.
Passionate About Results
We work with individuals and businesses to identify goals and design a solution that fits the specific need. Our process goes beyond basic investment analysis, and focuses on results, all while protecting the fiduciaries from unnecessary risk.
Consistent and Proactive Counsel
At Veery Capital, we’re committed to offering top-tier support to our clients. The world moves quickly, and in today’s financial landscape, an annual meeting isn’t enough. That’s why we’re always available to answer questions from our clients.