Broker Check

Team

 

Rick is responsible for personal tax returns and personal finance at Van Buren Financial Group.  He specializes in investment advisory services as well as individual taxes and financial planning for individuals.

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Lee is one of the co-founders of Van Buren Financial Group LLC, where he works with clients on their tax and financial concerns. He focuses on business accounting and tax, individual tax review, pension and estate returns, and business...

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Ken has been in the accounting industry for over 40 years and brings his decades of experience to Van Buren Financial Group. He assists clients with corporate, partnership, and estate taxes, payroll services management, Quickbooks, and...

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Dorel assists with income tax returns, transmittal of tax returns via the eFile system, assembles quarterly payroll taxes, and answers basic federal and state tax notices.

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Mark helps with payroll, organizes HD Vest Chapter Meetings, does individual tax return preparation, acts as a Notary Public, and is the firm imaging specialist. He brings over a decade of experience to us and enjoys contributing his...

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Mike Cradler

Registered Representative

3026559505

3026555105

James Boyd

Wealth Management Advisor

302-655-9505

302-655-5105

James Boyd joined the Van Buren Financial Group in early 2021 as a Wealth Management Advisor. Prior to joining the firm, he spent 6 years with FS Investments, most recently as the Regional Sales Director for the Midwestern territory....

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Jennifer Schultz

Financial Services Manager

302.655.9505

302.655.5105

Jenny joined Van Buren Financial as a Financial Services Assistant in 2017. Jenny comes to the firm with over 20 years of corporate sales and training experience. She earned her B.A. from the University of Delaware and her...

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Lance Earle

Financial Services Assistant

3026559505

3026555105

Portia Alexander-Hill

Financial Services Assistant

3026559505

3026555105

Portia Alexander-Hill joined Van Buren Financial in 2017. Portia possesses both her Series 6 and her Series 63. Portia graduated with a B.S. from St. John’s University. Portia is also a Notary Public.

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