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.
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. Since 2004, Chris and partner Matt MacNeal have grown Veery Capital into one of the largest individual and institutional services firms in the Delaware Valley.
Over the last eight years working with Cortney Milner, Chris has expanded our institutional practice to help companies navigate today’s increasingly complex regulatory environment, working closely with plan fiduciaries and adding expertise, systems and technology to offer best-in-class retirement plans to employees.
Chris is a Certified Financial Planner (CFP®), an Accredited Investment Fiduciary (AIF®), holds Series 7, Series 6, Series 63, Series 65 licenses, and he is fully licensed in both life and health insurance.
Chris’ ability to understand personal goals and to work with authentic integrity has earned him the confidence of his clients. Many have trusted Chris with their personal wealth management and retirement plans for over 25 years.
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.
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. Specifically, our team focuses on helping clients improve their personal real estate portfolio—both primary residences and second homes. Most people would like to own a second home or improve the one they have. We create strategies that allow clients to put these dreams into action.
Matt holds the Certified Financial Planner (CFP®) designation and is an Accredited Investment Fiduciary (AIF®), holds Series 7, Series 6, Series 24, Series 63, Series 65, Series 66 licenses, and he is fully licensed in both life and health insurance.
Matt’s ability to understand his clients’ goals and objectives, combined with a deep understanding of the financial services industry, allows him to deliver a level of advice that his clients can trust.
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..
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.
Cortney oversees the daily operations of the institutional services team to ensure our service commitments to each individual client and participant are being met accurately and in a timely manner.
Since 2012, Cortney has also worked alongside Chris Benfer to expand our institutional practice and help companies offer best-in-class retirement plans to their employees. In 2020, as a result of the growth of their practice, Cortney began the process of transitioning her responsibilities for Veery Capital’s accounting and human resources to Kelly Law so that Cortney could focus her full attention on institutional services.
Cortney holds the Accredited Investment Fiduciary (AIF®) designation, and is fully licensed in both life and health insurance.
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.
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.
Together with Matt MacNeal, Kathleen has worked to refine the services our clients have come to love. Kathleen’s attention to detail and true understanding of our clients’ goals and objectives, allows her to deliver an experience that’s personal and inspiring.
Kathleen’s unique ability to combine compassion and attention to detail gives our clients a sense of peace and clarity. Whether asking about their grandchildren, or explaining complex financial topics, Kathleen creates strong lasting relationships with our clients.
Kathleen holds the Certified Financial Planner (CFP®) designation, Series 7, Series 66, and is fully licensed in both life and health insurance.
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.
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.
Now, as Chief Operating Officer at Veery Capital, Kelly provides a touchpoint for every division in the firm. Working with the institutional and individual service teams, she manages human resources, accounting, and works with the management team on strategy and executing firm initiatives.
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.
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. He has a unique ability to connect with people, listen to their goals, and translate them into actionable plans for investment and personal wealth management.
Rob began his financial career at New England Financial Group, where he developed financial plans for individuals and small businesses. In 2003, he joined a regional accounting firm to expand the financial services unit before returning to Veery Capital, where he assists clients with a full suite of financial planning solutions. Rob is a graduate of Lafayette College with a degree in economics and business.
Rob is a Registered Financial Consultant (RFC®), holds Series 6, Series 66, Series 65 licenses, and is fully licensed in both life and health insurance.
Rob’s down-to-earth approach to helping clients navigate the financial services process instills them with confidence and brings them peace of mind.
Sarah Shaw, CFP®
FINANCIAL PLANNING ASSOCIATE,
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.
Sarah Shaw, CFP®
FINANCIAL PLANNING ASSOCIATE,
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.
Sarah graduated from Millersville University with a business degree and started her career in 2006 as a Captive Agent. In 2009, she moved into her role as a broker and began developing her Medicare, RX, life insurance and long-term care business. Helping seniors navigate Medicare and all of their insurance options, led Sarah down the path of wanting to provide additional services through comprehensive financial planning.
Sarah holds her Life and Health license, Property and Casualty, Series 63, Series 7 and CFP®.
Alex Myers
CLIENT SERVICE ASSOCIATE,
INDIVIDUAL CLIENT SERVICES
Alex joined Veery Capital in 2018. Alex loves making sure she provides the highest quality customer service to all our new and existing individual service clients.
Alex Myers
Client Service Associate,
INDIVIDUAL CLIENT SERVICES
Alex joined Veery Capital in 2018. Alex loves making sure she provides the highest quality customer service to all our new and existing individual service clients.
Alex particularly enjoys working with Kate on planning our client appreciation events.
Alex graduated from Bloomsburg University with a bachelor’s degree in mass communications, specializing in public relations.
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.
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.
In addition to assisting with the team’s daily functions, Bri is training under Cortney to grow her knowledge in institutional services to continue to grow professionally at Veery Capital.
Kate Muckle
Kate joined Veery Capital in August 2021 and is responsible for managing Veery Capital’s marketing efforts.
Kate Muckle
Marketing Coordinator
Kate joined Veery Capital in August 2021 and is responsible for managing Veery Capital’s marketing efforts.
Kate graduated from West Chester University with a bachelor’s degree in Liberal Studies. She uses her background in marketing and communications to help elevate the Veery Capital Brand. She is energetic and passionate about marketing and looks forward to growing her knowledge throughout her journey with Veery Capital.
Terrance Tillman
ASSOCIATE ADVISOR
After interning with Veery Capital in 2021, Terrance officially came on board in August 2022 to help support the day to day operations of our Individual and Institutional Service teams.
Terrance Tillman
Associate Advisor
Terrance joined Veery Capital in August 2022. Before starting his career with Veery Capital, he interned with the firm in Summer of 2021. Terrance graduated from Ursinus with a degree in Applied Economics, a concentration in Finance and Accounting and a minor in Management. He now works as liaison between our Individual Client Service as well as our Institutional Service teams.
Terrance is working towards his CFP® designation.
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.
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. In 2022, RJ furthered his experience in the industry by working and collaborating at other wealth management firms which helped him gain valuable insights into both investment strategies and client service.
As an Associate Advisor at Veery Capital, RJ plays a crucial role on our Institutional Services team managing the relationships with both plan sponsors and participants of our retirement plans. RJ also serves on our investment committee and works alongside the Institutional team to continue to improve our services and streamline our procedures.
RJ holds the Series 65 certification and the Accredited Investment Fiduciary (AIF®) designation showcasing his proficiency in investment advisory services. RJ is diligently working towards obtaining his master’s in finance at Georgetown University, with an expected graduation in May 2025.
Oliver the Dog
VEERY CAPITAL’S MASCOT
Specifically recruited from a farm in Lancaster, PA, Ollie joined Veery Capital in 2017.
Oliver the Dog
Veery Capital’s Mascot
Specifically recruited from a farm in Lancaster, PA, Ollie joined Veery Capital in 2017. Ollie is a recent graduate of PetSmart Obedience Training, mastering the art of sitting, lying down and staying.
Ollie’s responsibilities at Veery Capital include (but are not limited to) brightening your day, cuddling up when you need a hug, and putting a smile on the face of everyone who walks through the front door.
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.
Connect With Us
Contact us for a free consultation with one of our comprehensive financial advisors to learn how we can help you reach your goals.