Broker Check

Jesse Seidel

Founder

I'm Jesse Seidel,  a real estate investor and financial planner, and mortgage broker, who founded Vertical Investments Wealth Planning to mentor a new generation of real estate dreamers.How I Became A Real Estate InvestorI formed...

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Raymond Gettins

Director of Business Development

Starting at a young age, my interest in investments and finance started I began “investing” with my uncle’s help at age 13. In addition to being a graduate of Miami University with degrees in Diplomacy & Foreign...

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Steven Loveless

Chief Investment Officer CPA, CFA

Growing up in a small factory town in northern Indiana, I learned the importance of hard work from my parents who worked multiple jobs to provide for our family. My passion for athletics led me to receive a full basketball scholarship,...
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Brody Rosenfeld

CPA, CFP – CPA Financial Planner

 He received a B.S in accounting and a minor in economics with magna cum laude honors from Arcadia University. In addition, he spent a semester abroad in the United Kingdom at The University of Cambridge where he studied...

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Melissa Leonard

Planning Support

Melissa has over 10 years of experience in the financial services industry.Raised in the DC metropolitan area, Melissa attended Virginia Tech (Go Hokies!). After graduating with a B.S. in Applied Economic Management with a focus in...
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Our team approach adds perspective to all we do and
provides increased benefits to our clients.