Our Firm
About Veridian
Our Purpose
Strategic Planning Engineered for Legacy.
Protecting legacies. Guiding growth. Creating generational wealth through integrated tax strategy, financial architecture, and legacy design.
As a public benefit corporation, we align profit with purpose — delivering sophisticated tax and wealth strategy while strengthening families, businesses, and communities for generations.
“Guidance. Protection. Creation. The firm exists to protect, structure, and multiply wealth through integrated tax strategy, financial architecture, and legacy design.”
75+
Years Combined Experience
150+
Companies Helped
$50M+
Client Tax Savings
Our Foundation
Built on Stewardship, Excellence, and Faith
Public Benefit Corporation
We operate as a public benefit corporation — aligning our business model with purpose, not just profit.
Values-First Advisory
Every engagement starts with your values, vision, and legacy goals — not a product or service recommendation.
Faith & Community
"And we know that in all things God works for the good of those who love him…" — Romans 8:28. This guides our work.
The Team
Leadership & Specialists
A team of 75+ years combined experience across tax strategy, CFO advisory, wealth management, and legacy planning.
James Wellington
Founder, Financial Strategist & Legacy Architect
A passionate educator and seasoned advisor who built the firm around values and meaningful impact.
Isaiah Washington
Business Financial Strategist
Drew Lopez
COO
De Wells
Financial Advisor / Wealth Advisor
Jazmin Orozco
Business Financial Strategist
Justin Handrow
Business Financial Strategist / Director of Partnerships
Jeff Engstrom
CPA
Brian Talbott
CFP®, Fractional CFO & Bookkeeper
Ready to Work with the Veridian Team?
Your future tax savings, business growth, and funding success begin with one simple step.