Vera has over 15 years of industry experience in the wealth management industry. She joined MTC in December of 2023 taking on the role of Wealth Management Consultant (WMC) covering the Southwest/Gulf Coast marketplace. Vera is responsible for working with advisors to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Prior to joining MTC, Vera spent 9 years as Vice President, Wealth Management Consultant at Union Bank/US Bank Private Wealth Management. She was responsible for growing new advisory and Investment Management & Trust assets as well as wealth planning volume and implementation. Previous experience includes Regional Sales Manager, Practice Management Coach and Financial Advisor for Banc of the West Investments, JP Morgan, and Ameriprise.