Our Team

Personalized Guidance

Vertical Wealth Management provides focused financial planning with a commitment to personal attention. While operating independently, we collaborate with specialized professionals to expand the insights and resources available to our clients.

Leader of the retirement financial advisory team providing fiduciary guidance at Vertical Wealth

Our Dedicated Team

Mark Shelby, founder of Vertical Wealth Management, providing fiduciary financial planning with clarity
Mark Shelby

Chief Executive Officer

Carole Fetterman supporting clients as part of the retirement financial advisory team
Carole Fetterman

Client Service Coordinator

Client service coordinator assisting the retirement financial advisory team at Vertical Wealth
Client Service Coordinator

Client Service Coordinator

The Brookwood Investment Group Team

Robert Raimondo CEO at Brookwood Investment Group partnering with the retirement financial advisory team
Robert Raimondo J.D.

CEO & Founder
Brookwood Investment Group

Kimberley Raimondo collaborating with the retirement financial advisory team for client success
Kimberley Raimondo J.D.

President & Founder
Brookwood Investment Group

Chris Coolidge CFA managing investments for the retirement financial advisory team
Chris Coolidge, CFA™

Chief Investment Officer
Brookwood Investment Group

Rich Mowrer guiding investment strategies for the retirement financial advisory team
Rich Mowrer

Senior Portfolio Manager & Director of Investment Management
Brookwood Investment Group

Carol Pipitone providing client service support to the retirement financial advisory team
Carol Pipitone

Client Service
Brookwood Investment Grou

Suzanne Furrow building partnerships for the retirement financial advisory team
Suzanne Furrow

Head of Institutional Relations
Brookwood Investment Group

Clear Path. Confident Retirement.

It starts with a focused conversation about your retirement goals—and a plan to help you reach them with clarity and confidence.