Our Unique Team Approach
Our firm is different than most. We are big believers in the power behind Napolean Hill's famous Mastermind Principle:
"Two or more people actively engaged in the pursuit of a definite purpose with a positive mental attitude, constitute an unbeatable force."
Therefore, our clients are not assigned to any one advisor. With our entire team working together each day, we are able to remain actively engaged in the pursuit of your definite purpose. Our clients will tell you that we feel like family and we strive to extend this feeling to anyone that comes into our office.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
FRESNO
George Veater
President | Financial Professional
(559) 432-3718
California Insurance License #0A48061 George was raised on a cattle ranch in Coarsegold, California. As the oldest boy of 5 children, George learned the value and necessity of hard work from a young age. After playing football and...
Darren Tali
Financial Professional
(559) 432-3718
California Insurance License #0H92378 Darren Tali had taken an interest in finance early on in his childhood. After learning the value of a hard earned dollar from his father, Darren built on that principle, graduated from Fresno State...
Kevin Etter ,
CERTIFIED FINANCIAL PLANNERĀ®
714-494-2466
Kevin is an Orange County native. He grew up in the city of Irvine and earned his Bachelor of Arts degree in Economics from California State University, Fullerton. He holds the Series 7 and Series 66 registrations as well as the Life,...
Keri Rodrigues
Senior Operations Professional
559-432-3718
Keri joined Veater Financial Group in 2015 and serves as our team’s administrative assistant. She is incredibly detail orientated and leverages that talent to oversee our client onboarding process, distribution and account management,...
Callie Fronteras
Administrative Assistant
559-432-3718
Callie joins Veater Financial Group after working in client service at Tenaya Lodge in the Sierra Nevada Foothills. Callie works in operations as the Veater team's administrative assistant and helps with client onboarding,
Brenda Hunt
Operations Director
Diane Zander
Certified Public Accountant
Madi Flynn
Client Service Specialist