A Financial Advisor You Can Trust

Financial Planning Strategies

Your Dedicated Fiduciary® was founded with a simple mission: to be authentic, transparent, and positively impact our clients’ lives. We serve individuals, families, executives, and business owners nationwide with a full range of wealth preservation, estate planning, tax reduction, and financial planning strategies.
We deliver financial planning strategies and details that are important to your financial future that some advisors overlook today because they are not Accredited Investment Fiduciary® (AIF®).
Looking for a certified advisor with advanced planning skills? We’re here to help.

Vance Barse, CPWA®, AIF®

Wealth Strategist & Founder 

ABOUT OUR FOUNDER

Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across the nation.

Vance brings a unique perspective on wealth management as he’s seen the business from the inside. At Altegris, his clients were leading financial advisors at banks such as Merrill Lynch, Morgan Stanley, and UBS; independent broker-dealers such as LPL, Ameriprise, and Raymond James; registered investment advisers; and family offices. This has allowed him the deep expertise in services and strategies that financial advisors offer – and, more importantly, the services and strategies they often don’t offer. Who you have serving you can make a big difference, particularly when it comes to complex planning strategies. 

After nearly a decade in his role with Altegris, Vance became a financial planner and founded Your Dedicated Fiduciary® with the desire to positively impact those he serves by filling in the gaps often left behind by other advisors.

EDUCATION

University of Maryland, B.S., Neurobiology & Neurophysiology.

ACTIVITIES & AFFILIATIONS

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®

Get in touch

There are a number of strategies and services that most families and individuals are not aware of. All I need is an opportunity to learn more about your situation to identify where my team can add value.

BOOK AN APPOINTMENT

Jodi Barse

Director of First Impressions

Designing and delivering your white-glove client experience is Jodi’s passion. From your discovery call to your partnership integration and family heritage statement, every detail of your experience has been carefully planned and executed with the goal of exceeding the high standards of our clientele.

Jodi is passionate about being in the business of personal. She began her career as a residential real estate agent with Pacific Sotheby’s International Realty. Specializing in coastal San Diego properties, she cultivated meaningful relationships with select clients to find them the home of their dreams—and loved it. After having their two children, Zander and Delaney, real estate took a back seat to her new full-time job as a mom. When the kids went to school, Jodi joined Your Dedicated Fiduciary® to leverage her expertise and revitalize the firm’s client experience.

When not running operations at the firm, Jodi is likely watching and cheering on her beloved Chicago Cubs and practicing what the firm preaches: fostering family unity alongside her husband and children as they live for their Friday pizza nights and weekends spent together.

Jodi Barse, Director of First Impressions at Your Dedicated Fiduciary®

Advanced Planning Team

Commonwealth Financial Network®

 

Our partnership with Commonwealth Financial Network® means we work with a leading Registered Investment Adviser that provides us with expert investment specialists.

Each of the financial experts on this team brings a breadth of experience in the industry and within her or his own specialization.

These specialists assist us in our efforts to provide you with the best possible service, news, and information.

Commonwealth Financial Network®

 

Our partnership with Commonwealth Financial Network® means we work with a leading Registered Investment Adviser that provides us with expert investment specialists.

Each of the financial experts on this team brings a breadth of experience in the industry and within her or his own specialization.

These specialists assist us in our efforts to provide you with the best possible service, news, and information.

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC

Director, Advanced Planning

Heather Zack, JD, LLM, CAP®

Team Lead, Advanced Planning

Martin Baker, CFP®

Advanced Planning Consultant

Mike Baum, CFP®

Advanced Planning Consultant

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Keven DuComb, JD, MBA

Advanced Planning Consultant

David Haughton, JD

Advanced Planning Consultant

Anna Hays, JD, LLM

Advanced Planning Consultant

Aric Jacobson, JD, CFP®, LLM

Advanced Planning Consultant

Krista Teegarden, CLU®, ChFC®

Advanced Planning Consultant

Research Team

 

Research Team

 

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price, CFA®

Senior Vice President, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Director, Real Assets

Jim McAllister, CFA®

Director, Equity Research

Peter Essele, CFA®, CAIA, CFP®

Director, Investment Management and Research

Fred DeBaets

Portfolio Manager, Fixed Income

Chris Fasciano

Portfolio Manager, Investment Management and Research

Andrew Kitchings, CAIA, ERP

Portfolio Manager, Investment Management and Research

Brian McCormick, CIMA®

Manager, Investment Management and Research

Nicholas Follett

Manager, Fixed Income

Anuradha Gaggar, CFA®

Senior Research Analyst, Equity

Chris Stuart

Senior Research Analyst, Equity

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

Robert Kane, CAIA

Senior Research Analyst, Alternatives

Michael Comiskey, CAIA

Investment Risk Analyst, Investment Management and Research

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Peter Roberto

Research Associate, Equity

Sam Millette

Research Analyst, Fixed Income

Thomas Ryan

Research Analyst, Equity

Tom Scarlata

Research Associate, Investment Management and Research