More than 40 years experience in the financial industry

Nettie Roberts

Director of First Impressions

Nettie brings a strong customer service background and a genuine drive to create great experiences for everyone she meets. Recognized as Employee of the Year in her previous role, she is a natural collaborator who loves supporting her teammates. Approachable and dedicated, Nettie is always eager to learn new skills and looks forward to helping others and growing professionally within the Vaylark team.

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.