Vanderbilt Insights

Crock Pot Wars: Round 3

In round three of our crock pot wars, our chef’s took on healthy dishes. Our Operations Manager, Joe Berbenich treated us to some homey and healthy chili. Chief of Staff Heidi stayed in the competition with a flavorful mushroom stroganoff, and Vanderbilt Advisor Mark Kaplan put a healthy spin on fan favorite mac and cheese.

Joe’s chili took first place with Heidi and Mark tying for second. Crock Pot Wars Round three will be held on March 18th where we will indulge our sweet tooths with a dessert theme!

Custom Retirement Plans

We work with you to design custom retirement plans, including 401(k) plans, profit-sharing plans, and defined benefit plans that provide tax advantages while helping you

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Trust and Estate Planning

Protecting your legacy is paramount. Our trust and estate planning services ensure that your wealth is preserved and transferred according to your wishes, minimizing tax

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