Meet the People Who Power Venture Visionary Partners

As Managing Partner, Craig leads with humility, clarity, and an unwavering commitment to doing what’s best for every client. With decades of experience guiding families, entrepreneurs, and business owners, Craig believes the best advice comes from truly listening first and always leading with integrity.

Key Strengths

• 30+ years advising successful individuals and families
• Holds the Certified Private Wealth Advisor® (CPWA®) designation
• Focused on creating clarity and confidence in complex wealth situations

Outside the Office

Craig enjoys traveling with his wife, visiting their grown children, and finding new experiences to share with family and friends.

Guiding Philosophy

“True leadership is about serving others first.”

Notable Recognition

• Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2024 Best-In-State Wealth Advisor list (2024)
• Forbes/SHOOK ranked Craig Findley #2 in Ohio and #51 in the U.S. on its 2024 America’s Top Wealth Advisor list (2024)
• Forbes named Craig Findley on its list of Top Wealth Advisors (2023)
• Forbes named Craig Findley on its list of Best in State Wealth Advisors (2018, 2019, 2023)
• Forbes named Craig Findley on its list of Top 250 Wealth Advisors (2021, 2022)
• Barron’s ranked Craig Findley #5 in Ohio (2023) on its America’s Top 1200 Financial Advisors list (2009-2012, 2014-2019, 2021-2023)
• AdvisorHub ranked Craig Findley #1 in Ohio and #7 in the U.S. on its Top 100 Registered Investment Advisors to Watch list (2023)
• AdvisorHub ranked Craig Findley #1 in the U.S. on its Top 50 Registered Investment Advisors to Watch list (2022)

As one of the founding Partners, Rob has played a key role in the establishment and growth of Venture Visionary Partners. His responsibilities range from day-to-day operations to long-term strategic planning. Rob takes a collaborative approach, bringing together the many stakeholders of VVP in the service of clients.

Key Strengths

• 25+ years of experience in the investment industry
• Two combined decades as a Financial Advisor at Morgan Stanley and UBS Financial Services
• Chairs VVP’s Investment Committee, coordinating independent research with the Chief Investment Officer
• Passionate about leveraging collective team knowledge to benefit clients
• Lifelong Northwest Ohio resident
• Bachelor of Business Administration in Finance, University of Toledo

Outside the Office

Rob resides in Perrysburg with his wife, Terri. They have three adult children, Austin, Lauren, and Nick. They are members of St. Rose Catholic Church. He enjoys traveling to visit his children in Chicago and Nashville along with spending time in Southwest Florida.

Guiding Philosophy

“Working together, we can accomplish far more than we ever dreamed possible.”

As Chief Investment Officer, Craig guides the investment strategy for the firm in collaboration with several of the other experienced advisors at Venture. He understands that clients have entrusted Venture to grow and protect their wealth, financial security, and legacy for their beneficiaries.

Craig attempts to blend the precision of accounting and statistics with the knowledge of the history of the markets and psychology of investor behavior to design portfolios that strive to deliver the results clients need in a manner that is comfortable for their unique risk tolerance.

Key Strengths

• Nearly 30 years of investment experience, beginning his career as a stock analyst in 1997
• Holds the Chartered Financial Analyst (CFA®) designation
• Committed to continuous improvement, lifelong learning, and leveraging new technologies

Outside the Office

Craig enjoys spending time with his wife and family. They are busy keeping up with the milestones of their seven children, age grade school to married, and starting families of their own!

Guiding Philosophy

“I never forget that behind every account is a life story, and behind every portfolio is a purpose.”

Rob is a Partner and Senior Advisor who has worked in the investment and financial planning industry for the past 35+ years. His experience in all types of markets, including the bear markets of 1987, 2002, 2008, and 2020 and the subsequent long-term bull markets, provides him with perspective and long-term optimism that help guide his decision-making with clients.

Key Strengths

• Holds the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations
• Earned his B.S. in Finance from Miami University
• Holds an M.B.A. from the University of Toledo
• An active community member, holding many board seats and being active in his church, Gesu Catholic Church

Outside the Office

Rob’s priorities are rooted in his faith, family, and friends. He has been married to his wife, Dana, for the past 33 years, and they have two grown daughters, Torey and Julia. Rob is an avid reader and enjoys running and triathlons, and has competed in many prestigious races, including the New York City and Boston marathons.

With nearly three decades of experience in wealth management, Melissa leads the Family Office Experience, where she serves as a trusted advisor to the firm’s ultra-high-net-worth (UHNW) clients and their families. Her role is multifaceted and deeply relational—Melissa is not only responsible for overseeing complex financial accounts, but also for guiding multi-generational families through the nuanced intersections of wealth, legacy, and financial education.

At the heart of her work is a commitment to building enduring relationships. She leads customized family meetings that align wealth strategies with clients’ values and long-term goals, often acting as both financial steward and family liaison. Melissa takes a hands-on approach to educating family members, particularly next-generation heirs, on investment principles, financial planning, and responsible wealth stewardship.

Melissa’s work is especially meaningful to her because it extends beyond numbers. She helps families navigate life transitions, preserve generational wealth, and find clarity and confidence in their financial decisions. Her ability to blend deep technical knowledge with empathy and communication distinguishes her in the field.

Key Strengths

• Intuitively brings people together, builds rapport quickly, and creates space for meaningful, honest conversations
• Embraces curiosity and continuous growth, always seeking new perspectives to better serve others
• Realism with a forward-looking mindset, helping others move through change with confidence and hope

Outside the Office

Outside the office, Melissa lives in Sylvania and enjoys spending time outdoors. She loves camping, kayaking, and traveling to new places with her family and friends. She finds joy and inspiration in nature and adventure, and values the opportunity to create lasting memories with loved ones. Melissa is especially proud of her two children—her son Jacob, who serves in the Army, and her daughter Emily, a dedicated surgical nurse.

Guiding Philosophy

“The most valuable investment we make is in the trust we build.”

Bruce serves as President of Venture Risk Consulting, working in close partnership with VVP to advise clients on tailored insurance protection strategies that align with their broader wealth plans. Bruce brings over 25 years of leadership experience in the financial services industry.

Key Strengths

• Began his career at Northwestern Mutual, where he quickly rose to district agent. In 1996, he moved to Toledo and successfully led a General Agency, ultimately being named General Agent and Managing Partner for the Ohio division of Massachusetts Mutual Life Insurance Company in 2012
• Holds multiple designations from The American College of Financial Services, including Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®)
• Active member and recognized speaker with the General Agents and Managers Association (GAMA), and eight-time recipient of the GAMA Platinum Award; past president of the National Association of Insurance and Financial Advisors (NAIFA) and member of the Million Dollar Round Table (MDRT)
• Earned a B.S. in accounting from SUNY Binghamton and an M.A. in Organizational Leadership from Lourdes University

Outside the Office

Deeply engaged in the Toledo community, Bruce is a past president of the Juvenile Diabetes Research Foundation and remains committed to local leadership and service. He and his wife, Jayne, have been married for 26 years and live in Florida. They are proud parents of their daughter, Samantha.

Brian brings over 20+ years of experience in wealth planning and investment management to his role as Partner and Managing Director of Investments. He specializes in building comprehensive, customized financial strategies that reflect each client’s unique goals and needs.

Brian leads the design and management of several of the firm’s customized portfolios, aligning investment strategy with client objectives across varying stages of life and business. His approach is both strategic and personal, developed through decades of hands-on advisory work and leadership in the retirement planning space.

Key Strengths

• Former Managing Partner and Senior Retirement Plan Consultant at UBS
• Served on the UBS DC Advisory Council, shaping national retirement consulting strategy

Outside the Office

Brian is a graduate of Bowling Green State University. He lives in Monclova, Ohio, with his wife, Stephanie, and their son, Nolan.

As one of the founding Partners, John brings more than 20 years’ experience designing and managing employer-sponsored benefit programs. He currently oversees a Retirement Plan Consulting practice at Venture, individually advising more than $500M in qualified and non-qualified retirement plan assets.

Preferring to serve as a primary resource for a retirement plan, John’s attention to detail, outspoken client advocacy, tenacious management of plan service providers, and commitment to a defined fiduciary governance process ensure predictable turn-key experiences for plan sponsors, trustees, and their committee members.

John’s dedication to providing fiduciary services for qualified retirement plans has led to perennial recognition by multiple industry firms and peers. See below for the full list of notable recognitions.

Key Strengths

• Holds multiple designations, including Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plans Specialist℠ (CRPS®), and Chartered Retirement Planning Counselor℠ (CRPC®)
• An Accredited Investment Fiduciary Analyst® (AIFA®) designee, demonstrating expertise in the assessment and auditing of internal plan policies, procedures, investment due diligence, and overall workflows to ensure conformance with prudent fiduciary standards across all plan service providers
• Champions a fiduciary governance process that’s been developed, refined, and expanded over the years to address the evolving regulatory and benefit administration landscape, resulting in deep relationships with ERISA counsel, accountants, and auditors to meet client needs
• Doesn’t sell platforms or conversions, receives no commissions or finder fees, and exclusively advocates for the best interests of his plan clients and their participants
• The average tenure of a plan client under John’s advisement is more than ten years

Outside the Office
John, his wife Megan, and their four children are frequently found anywhere the outdoors can provide a playscape for their cycling, fitness, hiking, swimming and general “love of nature” activities!

Notable Recognition

• National Association of Plan Advisors named Paul Abendroth, John O’Brien, and Ryan Borucki on its list of Top DC Advisor Teams (2021, 2022, 2024, and 2025)
• PLANADVISOR named John O’Brien on its list of Top Retirement Plan Advisors (2022, 2023, 2024, 2025)
• PLANADVISOR named John O’Brien on its list of Retirement Plan Adviser of the Year under the Plan Participant Service category (2022)

Andrew joined the firm in October 2025 to build out our internal research capabilities and support the coordination of the firm’s overall investment strategy alongside Craig Warnimont, Brian Funkhouser, and Robert Retzloff.

He brings extensive experience from the sell-side investment research industry, having spent more than a decade at KeyBanc Capital Markets as Head of Equity Product Management and later serving as Manager of Research at Sidoti & Co., LLC. Andrew graduated summa cum laude from the University of Notre Dame with a degree in Finance, earning the Raymond P. Kent Award as one of the top finance majors in his class.

Key Strengths 

• Desire and drive to achieve excellence
• Perseverance and consistency in execution
• Positive, forward-thinking mindset
• Collaborative leadership and team approach

Outside the Office

Andrew resides in Avon, Ohio, with his wife, Annie, and their two young sons, Vincent and Leo. When not spending time with his family, he stays active through outdoor exploration—often hiking new trails across northern Ohio. Andrew also gives back to the finance community as a board member of the CFA Society of Cleveland, where he chairs the Career Services Committee. He is an avid sports fan, following Notre Dame football, the Pittsburgh Steelers, and the Cleveland Guardians.

Guiding Philosophy

“Success is the sum of small efforts, repeated day in and day out.”
– Robert Collier
“Persistence guarantees that results are inevitable.”
– Paramahansa Yogananda

Paul is a Partner and Senior Advisor with more than 30 years of experience helping clients reach their financial goals. He works closely with high-net-worth individuals and corporate retirement plans, providing personalized guidance and thoughtful strategies.

Paul also works closely with plan sponsors to design and manage 401(k) retirement plans, ensuring they meet both company objectives and employee needs. His approach is built on trust, long-term relationships, and a deep commitment to helping people make smart financial decisions. Whether he’s helping someone plan for retirement or manage complex investments, Paul’s focus is always on what matters most to his clients.

Key Strengths

• Holds the Accredited Investment Fiduciary® (AIF®) designation
• Trustworthy
• Passionate
• Retirement Plan Focused
• Retirement Planning Focused

Outside the Office

Paul deeply enjoys spending quality time with his family and friends, especially cherishing moments with his recent grandchildren. He also loves relaxing at the cottage and hitting the golf course whenever he can.

Notable Recognition

• National Association of Plan Advisors named Paul Abendroth, John O’Brien, and Ryan Borucki on its list of Top DC Advisor Teams (2021, 2022, 2024, and 2025)

Jim is a Partner with more than four decades of experience, successfully guiding his clients through many of the most challenging and rewarding market environments. Working with individuals and families, small businesses, corporate retirement plans, non-profit organizations, and others, he delivers personalized financial strategies to meet their unique circumstances and goals.

Key Strengths

• 40+ years of investment experience
• 18 years of strategic leadership managing several branch offices for McDonald & Co. and UBS
• Senior Vice President at UBS prior to joining VVP
• Integrated asset, liability, and risk management through comprehensive financial planning
• Portfolio construction and retirement income planning
• Client education and engagement to drive informed investment decisions
• B.S.B.A. in Finance, 1983 graduate of The Ohio State University

Outside the Office

Jim and his wife Phyllis have been married since 1984 and reside in Monclova Township. They enjoy spending as much time as possible with their two sons, their wives, and four grandsons. Jim enjoys fly fishing and fly tying, boating, travel, and cooking.

Philosophy

“Too often in the world of business, we fail to express our gratitude to those we serve.”

As a Partner and trusted advisor, John brings 37+ years of experience gained by managing client wealth and guiding their financial picture through various market conditions: both good and bad.

Supported by a core of experienced advisors and service team members, it is important to John that our team is with you at every step of your financial journey while strategically aligning your investment strategy with your goals.

With every client, John’s goal is to earn your trust and be seen as the person you think of first when presented with financial choices to make. By leveraging John, his team, and network of professionals, you surround yourself with a support system to rely on when making important decisions for you, your family, or your business.

Key Strengths

• 37+ years of financial services industry experience
• Actively collaborates with a trusted network of professionals (CPAs, estate planners, insurance specialists, etc.) to help address clients’ full financial picture
• Effective communication of financial concepts and strategies

Outside the Office

John enjoys a social atmosphere when visiting with or traveling to see family and friends. As avid golfers, John and his wife Amy continue to be active members in the golf community.

Guiding Philosophy

“Live in the present moment, appreciate the now, and make the most of each day rather than dwelling on the past or worrying about the future.”

As an Advisor Emeritus of the firm, Brad brings over 36 years of experience in wealth planning. Brad is no longer involved in day-to-day active advisory duties but shares his nearly four decades of experience with other advisors.

Key Strengths

• Served as Senior Vice President-Wealth Management at UBS prior to VVP
• Decades of experience navigating all types of market conditions, shaping his ability to advise clients with conviction and confidence grounded in practical wisdom
• Recognized throughout his career with accolades, including the prestigious President’s Council designation at UBS
• Holds a Series 65 securities license and is a proud graduate of the University of Arizona

Outside the Office

Away from the office, Brad is actively involved in his community and passionate about mentorship. He enjoys reading, staying fit, golfing, traveling, and coaching youth basketball. Brad and his wife, Jan, reside in Delray Beach, Florida. They have been married for over 40 years and are proud parents of two sons and grandparents to four grandchildren.

Chris is the Director of Compliance, working closely with Robert Retzloff and the Compliance team. Having worked in both the compliance and operations side of financial services, Chris brings a disciplined and proactive approach to compliance management with over 15 years of experience to the team. What Chris enjoys most about his role is working to keep clients and the firm protected through a strong Compliance program.

Key Strengths

• A proud graduate and Evans Scholar of Miami University
• Earned a B.E.S. in Finance from the Farmer School of Business

Outside the Office

Outside of VVP, Chris is an active member of his community and church. He enjoys spending time with family and friends, is an avid Buckeye and Cleveland Browns fan, and loves traveling, cycling, triathlons, camping, and skiing. Chris was born and raised in Toledo, Ohio, and graduated from St. John’s Jesuit High School. He currently resides in Perrysburg, Ohio, with his wife Kristina and their son, daughter, and golden retriever.

Guiding Philosophy

“Let all that you do be done in love.” – 1 Corinthians 16:14

“Live as if you were to die tomorrow. Learn as if you were to live forever.”
– Mahatma Gandhi

As a Financial Advisor, Ryan guides clients through personalized financial planning, helping them make informed decisions about investments, retirement, and wealth management, including optimizing their company retirement plans. He also works with plan sponsors as a fiduciary to design, implement and administer 401(k) plans that align with employer goals and employee needs. His approach centers on building long-term relationships, grounded in trust, transparency, and a deep understanding of each client’s objectives.

Ryan takes pride in simplifying complex financial concepts, especially around retirement planning, empowering clients to feel confident about their financial future. What makes his work meaningful is the opportunity to make a lasting impact by supporting financial wellness for individuals and entire organizations.

Key Strengths

• Holds the Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor™ (CPFA™) designations
• Dedicated to enhancing financial wellness for 401(k) participants through education, engagement, and personalized guidance
• Experienced in utilizing life insurance, annuities, and a wide range of investment strategies to build holistic, goal-driven financial plans

Outside the Office
In his free time, Ryan enjoys making the most of family life with his wife and two daughters, whether they’re heading to soccer games or hitting the ski slopes together. An avid sports enthusiast, he stays active on the basketball court, enjoys a round of golf whenever possible, and never misses a chance to cheer on Michigan State. For Ryan, staying active and spending quality time with his family are the perfect balance to his professional life.

Guiding Philosophy
“Work hard, stay humble, have fun – life is a journey, so enjoy the ride.”

Notable Recognition

• National Association of Plan Advisors named Paul Abendroth, John O’Brien, and Ryan Borucki on its list of Top DC Advisor Teams (2021, 2022, 2024, and 2025)

Steve is a Wealth Advisor with nearly four decades of experience in banking and wealth management. His career began at Ohio Citizens/National City Bank in 1986, where he held numerous roles in retail banking, commercial credit, and accounting, finishing his time at National City in the Trust department.

In 1998, Steve accepted a position in the Trust department at Huntington National Bank, where he worked for 27 years in the Trust/Private Bank/Wealth Management division. At Huntington, Steve was responsible for high-net-worth clients and managed assets in excess of $600M.

During his tenure, Steve held several roles, including managing the trust department and leading the investment management team.

Key Strengths

• Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®)
• Nearly 40 years of experience across retail banking, credit, accounting, and wealth management
• Extensive tenure in private banking, including leadership roles in trust administration and investment management
• Proven track record managing large, complex portfolios for high-net-worth individuals
• Bachelor’s and MBA in Accounting from the University of Toledo
• Longtime Toledo-area resident, based in Sylvania since 1978

Outside the Office

Steve and his wife Tricia live in Monroe, MI, with their three-year-old Bernedoodle, Nea. They have been married for over 30 years and enjoy traveling, boating, skiing and scuba diving. Steve and Tricia have two children and one grandson.

Steve served as Treasurer for his church for over 20 years and is a past board member of the Fellowship of Christian Athletes.

Guiding Philosophy

“In every interaction, take a moment to recognize the value in others; gratitude, when expressed sincerely and regularly, deepens connections, fosters respect, and strengthens the foundation of any relationship or endeavor.”

Griffin is a Financial Advisor who takes a values-based approach to wealth management, focused on helping clients define and pursue what financial success means to them. He guides individuals, families, and business owners through thoughtful planning conversations that align life goals with financial decisions.

Key Strengths

• Over nine years of financial services industry experience
• Builds personalized, holistic financial plans tailored to each client’s unique goals
• Skilled at simplifying complex financial topics to support confident decision-making
• Known for developing strong, long-term relationships rooted in trust and transparency
• “Always on” and “first to follow up” mentality
• Effectively communicates complex scenarios for confident decision making
• Technology champion, innovator, and advocate for continuous improvement

Outside the Office

Griffin is active outside of the office with his wife and two sons, spending time with friends and family, coaching sports, and participating in the community. As a hobbyist, Griffin is open to any and all experiences!

Guiding Philosophy

“Do or do not. There is no try.” – Yoda

Tammy is driven by a clear mission: to serve others with purpose and integrity. As a dedicated Financial Advisor, she brings a wealth of experience and knowledge to guide clients through their financial journeys. Tammy takes pride in truly listening to her clients, understanding their needs, and crafting tailored strategies that align with both their immediate and long-term goals.

With a keen eye on the bigger picture, Tammy incorporates tax planning as a critical component of each financial strategy. She helps clients not only see the importance of proactive tax planning but also understand how it impacts their ability to reach their financial objectives. Her thoughtful and strategic approach empowers clients to make informed decisions with confidence.

Key Strengths

• 30+ years of financial experience
• Has held the Certified Financial Planner™ (CFP®) designation since 2017
• Delivers strategic tax and estate planning through customized scenario analysis
• Known for simplifying complex financial plans into clear, actionable steps

Outside the Office

Tammy enjoys her time with her family, spending most of her free time on the soccer pitch with her grandkids. Her schedule involves extensive travel for both professional responsibilities and soccer commitments. She utilizes her commute time to engage in continuous learning through podcasts and focuses on spiritual renewal.  She also enjoys cycling and kayaking.

Guiding Philosophy

“Encourage and build each other up.”

Brook brings over 25 years of experience in finance to his role as a Private Wealth Advisor. A former collegiate and professional basketball player, Brook applies a team-based strategy to wealth management, helping clients coordinate the right professionals and align their financial decisions with their values.

As financial success grows, so does complexity. Brook strives to design and recommend tailored teams of outside legal, tax, and insurance professionals¹—aligned with each client’s specific needs—to deliver a family-office experience through his Money Well Planned™ process.

His favorite part of this work is striving to help clients navigate complexity by providing strategic partnership—creating clarity, organization, and structure where there was once confusion and fragmentation.

Learn More About Brook’s Process Here

Key Strengths

• Holds the Chartered Financial Analyst® (CFA®), Certified Financial Planner™ (CFP®), and Certified Exit Planning Advisor® (CEPA®) designations
• Team-based wealth management for high-net-worth families and business owners
• Comprehensive financial planning strategies, including wealth transfer, tax mitigation, and risk protection
• Strategic partner who helps clients see the full picture- going beyond traditional investment management
• Coordination of customized professional networks
• Family governance and legacy planning beyond investments

Outside the Office

Brook enjoys spending quality time with his wife and three children, often coaching their sports teams and sharing in their activities. An avid outdoorsman and lifelong adventurer, he’s passionate about fly fishing, boating, skiing, and the occasional adventure race. Brook is also active in his church community and values opportunities to stay grounded and connected through faith and family.

Guiding Philosophy

A principle he’s carried since his collegiate basketball days is the value of preparation. “Prior proper planning prevents poor performance.” It’s a simple mindset that continues to guide how he approaches life and work—deliberate, thoughtful, and always a few steps ahead.

Chad specializes in wealth management and comprehensive planning; he provides tailored strategies to help clients grow, protect, and transfer their wealth. He works closely with individuals and business owners, addressing every aspect of their financial lives—from investments and retirement planning to tax strategies, succession planning, and estate considerations.

With a deep understanding of both personal and business financial goals, he delivers personalized guidance that supports long-term stability and growth. His experience fosters confidence and clarity, empowering clients to make informed decisions at every stage of life and business.

Key Strengths

• Holds the Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations
• Believes in a team-based approach, collaborating with key decision makers across families and businesses to drive stronger outcomes

Outside the Office

Chad truly enjoys spending time with his family. Whether it’s enjoying a meal together, experiencing new adventures, or simply relaxing at home, these moments keep him grounded and balanced. Family time is an important part of who he is and how he recharges and stays focused. Chad has a genuine passion for sports and the outdoors – football, golf, hunting, fishing, and camping, to name a few. The days go by fast, but he hopes to see as much of the world as he can and continue to be philanthropic in the community.

Guiding Philosophy

“Do the next right thing.”

Lindsey is a Financial Planner who is passionate about helping individuals and families feel confident in their financial future. She brings a personalized, relationship-driven approach to her work, guiding clients through each stage of their financial journey with clarity and care. Lindsey finds fulfillment in providing clients with the reassurance that they are on track to reach their goals, both short-term and long-term.

Key Strengths

• Nearly 20 years of experience in the industry
• Contributes regularly to Venture’s Investment Committee, helping shape the firm’s long-term planning and portfolio strategies
• Currently pursuing her Certified Financial Planner™ (CFP®) designation and is a certified Whole Family Advisor® Associate
• Earned her bachelor’s degree in business administration from the University of Toledo and holds a Series 66 license

Outside the Office

Outside of the office, Lindsey lives in Monclova, Ohio, with her husband, Aaron and their three children. A former University of Toledo cheerleader, she continues to bring that same enthusiasm and energy into her professional life and her role as a dedicated mom. She enjoys traveling, cheering on her kids in various activities, and following her favorite sports teams.

Guiding Philosophy

“Confidence comes from clarity. Helping others see the path ahead is what drives me every day.”

As both a Financial Advisor and Analyst, Travis is driven by a genuine passion for helping people create lives of financial clarity and purpose. He believes that great financial advice goes beyond numbers – it’s about listening closely, understanding what truly matters to each client, and guiding them with care and confidence through every stage of life.

Whether building wealth, preparing for retirement, or navigating change, Travis brings a calm, thoughtful approach rooted in trust, insight, and long-term commitment. His fulfillment comes from seeing his clients thrive – not just financially, but in all the goals they set out to achieve.

Key Strengths

• Comprehensive financial planning
• Investment analysis and portfolio construction
• Risk assessment and management
• Professional problem solver
• Continuous learner
• Focused on the details

Outside the Office

Travis and his wife, Lynsey, have two daughters and two dogs. They enjoy quality time with family and friends, camping excursions, and road trips. Travis volunteers as a fireman in his hometown, valuing the opportunity to serve his community.

Guiding Philosophy

“Every day is a chance to be better than you were the day before.”

Zach is a Financial Analyst on the Chief Investment Officer’s team, focusing on investment research and portfolio analysis. He joined VVP after graduating from Ohio State University with a bachelor’s degree in finance. His analytical insight and genuine passion for the industry make him an invaluable asset to our team. His commitment to delivering exceptional results emphasizes our mission to provide outstanding financial solutions to our clients.

Key Strengths

• Financial analysis
• Portfolio management
• Detail oriented
• Critical thinking and problem solving
• Risk management

Outside the Office

Zach, his wife, Morgan, and their son reside in Findlay, Ohio. They enjoy spending quality time with friends and family, and exploring new places with their dog, Oswald.

Guiding Philosophy

“My personal philosophy is that you should always be learning and exercising your brain—use it or lose it.”

“An investment in knowledge pays the best interest.” – Ben Franklin

Lindsay brings over 20 years of experience in financial operations and client service to her role as a Relationship Manager. She specializes in client relations, process optimization, and risk management and provides strategic support to clients and advisors.

Expertise

• Previously worked as a Wealth Advisor Associate at Premier Bank and a Trust Associate at KeyBank
• Prior roles allowed her to gain deep knowledge in financial services and operational efficiency
• Holds both a bachelor’s and a master’s degree from the University of Toledo

Outside the Office

Outside of work, Lindsay enjoys traveling and spending time with her husband, Sean, and their two children, Keaton and Emerson.

Guiding Philosophy

“True leadership is about serving others first.”

After graduating with a Bachelor of Arts degree from Bowling Green State University, Kristy spent several years working in the design industry before transitioning to finance and later becoming one of the founding members of the firm.

Key Strengths

• Delivering a high level of consistent, proactive service
• Maintaining detailed documentation of notes and organized files for maximum efficiency
• Prioritizing multiple workflows in a fast-paced environment to ensure positive outcomes

Outside the Office

Kristy lives in the historical district of Waterville, Ohio, where she spends time with her family, has a house full of animals and attempts to tame her garden.

With more than 25 years of experience in the investment and insurance industry, Lisa has built a career servicing retirement plans and wealth management clients with confidence and care. Lisa is known for her dedication and personalized approach and has been a trusted Relationship Manager to individuals and businesses alike.

Key Strengths

• Resolves client inquiries quickly and professionally
• Detail-oriented
• Confident and personable

Outside the Office

Outside of work, Lisa enjoys traveling, riding her Harley, and cherishing quality time with her family and friends. She is a proud mother of two daughters and a grandmother to five wonderful grandchildren.

As a Relationship Manager, Sarah strives to provide top-level service to her clients and is committed to doing what is best for them daily.

Key Strengths

• Over 30 years of experience in the banking, insurance, and financial industries
• Holds both the Certified Divorce Financial Analyst® (CDFA®) and Financial Paraplanner Qualified Professional™ (FPQP™) designations
• Securities licenses, life, variable, accident, and long-term care insurance licenses
• Bachelor’s degree in management (BSM) from The University of Phoenix

Outside the Office

Outside of work, Sarah enjoys Jeep off-road trails and adventures with her husband, Darrin, and spending time with family and friends at the Metroparks in Toledo.

As a Relationship Manager, Amy thrives on building meaningful connections with clients and colleagues. She brings a warm, personal approach to every interaction, taking the time to truly understand each client’s unique needs and treating them with the same care and respect she would offer her family.

Known for her exceptional attention to detail and genuine compassion, Amy is deeply committed to delivering a seamless client experience. Whether assisting with routine tasks or responding to complex requests, she strives to ensure every client feels valued and supported, no matter the size or scope of their needs.

Key Strengths

• Strives to uphold exceptional client service
• Attention to detail
• Integrity
• Empathetic
• Sunny personality

Outside the Office

Amy enjoys traveling with her husband, spending time with her children and grandchildren, playing with her dogs, crafting, and spending time on the patio with her neighbors.

Guiding Philosophy

“The future belongs to those who believe in the beauty of their dreams.”
– Eleanor Roosevelt

As a Relationship Manager, Karyn communicates directly with clients and works with Financial Advisors on the team to service accounts. She provides a high level of customer service and enjoys that many clients view her as a “friend and confidante.”

Key Strengths

• Brings over 30 years of experience serving her current client base with care and consistency
• Holds the Series 66 license
• Bachelor of Arts degree from the University of Toledo

Outside the Office

Karyn and her husband Jim have been married for 34 years, live in Oregon and have two adult sons. In her spare time, she enjoys hiking, running, reading and walking her dogs.

Guiding Philosophy

“Everyone has a story, and there is something to be learned from every experience.”

With a passion for building rapport with our clients, Kelly’s communication and organizational skills are invaluable when helping to serve their needs. She strives always to do what is best for the client and deliver exceptional service. Kelly focuses on guiding individuals and families through the complexities of retirement planning and Social Security optimization.

Key Strengths

• Holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Registered Social Security Analyst® (RSSA®) designations, with a focus on retirement income strategies and Social Security optimization
• Bridges retirement and Social Security strategies to create long-term financial plans
• Applies data-driven, thoughtful planning to reduce uncertainty and support financial peace of mind

Outside the Office

Kelly and her husband, Keith, split their time between Perrysburg, Ohio, and Raleigh, North Carolina, alongside their beloved dog, Fred. A passionate reader and avid traveler, Kelly enjoys exploring new hiking trails and discovering different corners of the world with Keith by her side. She also cherishes time spent with her daughter, Aubrey, and makes frequent trips to Montana to connect with family and soak in the beauty of the great outdoors.

Guiding Philosophy

“Live with intention, give with generosity, and grow with humility…and always be a lifelong learner!”

Lexi is a Relationship Manager who thrives on building genuine relationships with clients and teammates. The trust she creates isn’t just about business; it’s about making people feel seen, supported, and confident in their financial journey.

Key Strengths

• Eight years of experience in finance
• Graduated from BGSU with a bachelor’s degree in science
• Energetic, engaging presence
• Highly organized
• Tech-savvy and always learning

Outside the Office

Lexi enjoys spending quality time with her husband, their one-year-old daughter, and their playful dog. She values any unity to connect and make memories with her family and friends. She also loves traveling and enjoys exploring new places alongside her loved ones.

Guiding Philosophy

“Nothing will work unless you do.” – Maya Angelou

Kerry is a seasoned Relationship Manager with decades of experience and a deep commitment to client service. She supports clients in every phase of their financial relationship—from onboarding and money movement to ongoing account maintenance. Known for her thoughtful communication and dependable presence, Kerry builds strong relationships rooted in trust and care.

Key Strengths

• Began her career at EF Hutton in 1984, bringing nearly 40 years of experience in the financial industry
• Formerly with UBS before joining Venture in 2021
• Strong background in client service and operational support
• Trusted for her attention to detail and personal approach

Outside the Office

Kerry lives in Perrysburg, Ohio, with her husband, Tom. Together, they have five children and five grandchildren who keep their lives full of joy and activity. She loves traveling, spending time outdoors, and cherishes any opportunity to enjoy nature and explore new places with her family.

Guiding Philosophy

“Treat people the way you want to be treated.”

Behind every great leader is a trusted partner — and for Craig Findley, that’s Jackie. As Executive Assistant to the Managing Partner, Jackie is the quiet engine that keeps everything moving with precision and care. Her attention to detail, responsiveness, and passion for helping others ensure both the team and clients feel supported every step of the way.

Key Strengths

• Trusted right-hand to executive leadership
• Manages client communication and operational details
• Dedicated to creating seamless client experiences

Outside the Office

Jackie loves spending time up north in Michigan, relaxing by the water, and squeezing in a round of golf whenever possible.

Guiding Philosophy

“Excellence is found in the details.”

As a Director of People and Culture, Deb believes leadership is a continuous journey—one grounded in humility, empathy, and meaningful connections. There is no final destination, only constant evolution as we listen, learn, and grow alongside our teams.

Her approach is guided by the firm’s core values: thoughtfulness, collaboration, and integrity in every action. She strives to foster a caring, respectful, and inclusive culture where every individual feels seen, heard, and empowered. By living these values every day, she aims to inspire hope, build trust, and move forward together to serve the firm’s clients.

Key Strengths

• 22+ years of experience in the financial industry
• Holds the Society for Human Resource Management – Certified Professional (SHRM-CP) designation
• Member of the Northwest Ohio Human Resource Association (NOHRA)
• MBA in Organizational Leadership and Development from the University of Findlay
• BBA specializing in Accounting, University of Toledo

Outside the Office

Deb enjoys traveling with her family and friends, finding new places to explore, and enjoying the outdoors.

Guiding Philosophy

“Great leadership inspires trust, hope, and courage—fueling a culture where people feel empowered to grow, connect, and thrive together.”

With over a decade of experience working alongside Craig Findley, Shirley is far more than an assistant—she’s the heart of VVP’s front office and the first face clients see when they walk through our doors. Known for her genuine kindness and ever-present smile, Shirley ensures that every client is welcomed and cared for with warmth, professionalism, and personal attention. Her dedication sets the tone for the client experience at the firm.

Outside the Office

When she’s not brightening the office, Shirley enjoys spending quality time with her daughters and two grandsons. Family is her foundation, and the same care she gives her loved ones is reflected in the way she treats every client who visits us.

Guiding Philosophy

“A warm welcome can turn a first visit into a lasting relationship.”

As a Private Wealth Associate, Jamie directly contributes to the financial success and well-being of high-net-worth clients through diligent portfolio management and dedicated relationship building. She is passionate about understanding their unique financial aspirations and providing personalized guidance that makes a tangible difference in their lives.

By working collaboratively with financial advisors to optimize investments and deliver exceptional service, she aims to ensure clients’ long-term financial security. Knowing that her efforts directly contribute to clients’ and the firm’s success makes her work incredibly rewarding.

Key Strengths

• Nearly 30 years of experience delivering strategic insights and navigating complex client needs
• Skilled in building long-term client relationships through personalized communication and deep financial understanding
• Collaborative problem-solver with a proactive approach to identifying and addressing client challenges
• Proven success in managing and optimizing portfolios for high-net-worth individuals
• Experienced mentor and cross-functional team collaborator, fostering strong internal partnerships and supporting junior team development

Outside the Office

Outside of the office, Jamie enjoys the company of loved ones and exploring new destinations. She cherishes moments spent boating, whether it’s a relaxing day on the water or an opportunity for fun with friends and family. Entertaining at home is another passion, creating a welcoming space for friends to gather and connect. With two college-aged children, she prioritizes family time—sharing a love for travel and a passion for creating lasting memories together.

Guiding Philosophy

“Rather than viewing setbacks as defeats, I see them as setups for future success in my professional and personal journey. Each challenge demands that I learn and adapt, ultimately making me more resilient and capable of steering towards my goals more clearly.”

In her role as a Client Service Associate, Grace supports Advisor Chad Whipple and Relationship Manager Lindsey Rouser with the onboarding and servicing of clients’ investment accounts. She aims to create a seamless, timely, and thoughtful experience for each client as she recognizes the value in earning one’s financial trust.

Key Strengths

• Four years of experience in financial services prior to joining the firm
• Commissioned Notary Public

Outside the Office

Outside of the office, Grace spends her time with friends and family, staying active, and reading.

Andy serves as a Wealth Strategist, working closely with clients, financial advisors, and the Venture team to help coordinate investment strategies and support the ongoing needs of each client relationship. He brings a thoughtful, client-first approach centered on clear communication, careful execution, and a seamless client experience.

With a collaborative mindset and a natural problem-solving approach, Andy helps turn financial strategies into action. He supports clients across account transitions, investment implementation, retirement distributions, alternative investments, and ongoing portfolio needs. His attention to detail and strong follow-through help clients feel supported and confident throughout their financial journey.

Andy holds a Bachelor of Science in Finance from Wofford College and has earned the Wealth Management Certified Professional® (WMCP®) designation. He continues to expand his knowledge of financial planning, investment strategies, and wealth management solutions.

Key Strengths

• Partners with clients and advisors to coordinate investment implementation, account transitions, distributions, and ongoing wealth management needs
• Navigates complex client and operational situations with thoughtful problem-solving and strong attention to detail
• Communicates clearly and follows through consistently to support a responsive, high-touch client experience
• Collaborates across advisory, operations, investment, and compliance teams to move client strategies forward
• Identifies practical solutions that improve team efficiency and enhance the client experience

Outside the Office

Outside of work, Andy enjoys spending time with his wife, Allana, and dog (Rocky), exploring local restaurants, and staying active through running and fitness. Since relocating from South Carolina, they’ve loved learning about the area and building a home together in Northwest Ohio.

Andy also has a creative side, as he enjoys photography, music, playing trumpet, and the outdoors. He and his wife are active in their local church and are passionate about serving their community and growing in their faith.

Guiding Philosophy

Inspired by Dale Carnegie’s “Seven Rules for Making Your Life Happier” principles, Andy believes in staying grounded in peace and gratitude, lifting others up, giving generously, and finding joy in life’s simple moments.

Bridget joined the firm in October 2025 as a Client Service Associate, working alongside Brook and the Bonita Springs, Florida team to deliver exceptional client experiences and operational excellence.

Bridget brings a strong background in client relations and account management, having previously served as a Territory Account Manager with both Comfort Keepers Homecare and Quality Medical. Her ability to build lasting relationships and manage complex client needs makes her a valuable addition to the team.

A graduate of Louisiana State University, Bridget earned her Bachelor of Science degree while competing as a Division I NCAA gymnast. Her dedication and discipline as a student-athlete were recognized when she was named a Scholar All-American, an achievement that reflects the focus and drive she brings to her professional career today.

Outside the Office

Outside of work, Bridget enjoys staying active, connecting with others, and bringing the same energy and commitment she showed as a collegiate athlete to every aspect of her life.

David brings more than three decades of experience in capital markets to his role as a Capital Markets Strategist. As a seasoned financial professional, David focuses on aligning investment strategy with sound governance and long-term value creation.

Key Strengths

• Former Head of Equity Capital Markets at KeyBanc Capital Markets, a division of Fortune 500 company KeyCorp
• Led execution of 1,100+ equity transactions, raising over $500 billion in capital
• Served as Chair and Member of the Equity and Capital Commitment Committees, providing leadership in strategic transactions and risk oversight
• Independent Board Member at LTC Properties Incorporated, contributing public company governance, compliance insight, and investor-focused strategy
• Brings deep capital markets experience and education to the firm

Outside the Office

Beyond his professional contributions, David is committed to community leadership. He serves on the advisory board of Cleveland Central Catholic High School and has held various nonprofit board roles throughout Northeast Ohio.

David earned his Bachelor of Science in Finance from Kent State University. He and his wife, Marnee, reside in Northeast Ohio and are proud parents of three adult children.

Guiding Philosophy

“The most effective capital strategies are grounded in clarity, discipline, and a deep understanding of people—not just numbers.”

Tim is a Financial Advisor with nearly sixteen years of experience in financial services and wealth management. His career began at Edward Jones working at the home office in St. Louis, MO working on their financial planning team. That is where Tim developed his love for helping clients with their financial future. After obtaining his Series 7 and 66 license he knew he had officially locked in to this wonderful career of being there for others.

Tim then moved on to a compliance role at US Bancorp Investments conducting audits for advisors throughout the country for the better part of a decade. While building relationships and helping the advisors he worked with was enjoyable, he felt the need to get back to serving clients.

Tim became a financial advisor 4 years ago at Northwestern Mutual, where he worked closely with clients on securing their financial future through wealth management and taking care of the “what-ifs” in life.

Key Strengths

• Series 7, 66, 24 and Life and Health insurance license.
• Nearly 16 years of experience in financial planning, wealth management, and compliance.
• Expansive history of training advisors from a compliance perspective along with new advisors from an advisor perspective
• Bachelors in Interpersonal Communications with a focus in sales and presentation from Bowling Green State University
• Born and raised in West Toledo and current resident of West Toledo.

Outside the Office

Tim and his wife Danielle live in the beautiful Old Orchard neighborhood in Toledo, OH. They have two children; Charlotte (11) and Conor (8), along with their two year old aussiedoodle Clarence. They have been married for 15 yrs and enjoy travel, watching and playing sports, and if they aren’t at their kids games in the fall, you can catch them taking in some Michigan football. Go Blue!

Guilding Philosphies

“Attack each day with an enthusiasm unknown to man kind” “People may not always remember what you say, but will always remember how you made them feel”

With more than 17 years of experience as a fiduciary financial advisor, Ian Matheson is dedicated to helping families, entrepreneurs, and retirees achieve financial clarity.

A Minnesota native, Ian’s interest in finance began early, inspired by his father, who instilled in him the importance of disciplined, values-based financial decision-making. That foundation led Ian to begin his advisory career in 2008, where he has since focused on helping clients build strategies that align their financial goals with their personal priorities.

Outside the Office
Outside the office, Ian is active in his church and community and enjoys spending time outdoors with his wife, Laura, and their four sons.

Stefan Contorno is a Private Wealth Manager at Venture Visionary Partners, where he works with individuals and families to grow, protect, and simplify their wealth with clarity and precision.

With nearly 30 years of experience, Stefan has guided clients through multiple market cycles using a disciplined, high-touch approach rooted in trust and long-term thinking. His transition to independence reflects a commitment to operating as a fiduciary—emphasizing transparency, careful management of conflicts of interest, and full alignment with his clients’ best interests.

Stefan combines deep market experience with a strong understanding of investor behavior, helping clients remain confident, focused, and strategically positioned through all market environments.

KEY STRENGTHS
• 2026 Forbes Best-in-State Wealth Advisor
• Nearly 30 years of investment experience
• Expertise navigating complex market environments
• High-touch, relationship-driven client approach
• Commitment to fiduciary advice with full alignment to client interests

OUTSIDE THE OFFICE

Stefan values an active, disciplined lifestyle—spending time with his family and maintaining a strong focus on health and personal balance.

GUIDING PHILOSOPHY

“Clarity, discipline, and trust drive every decision—always in the client’s best interest.”

Award Context & Disclosures

Stefan Contorno was ranked as a Forbes 2026 Best-in-State Wealth Advisor in the state of Florida under his previous broker, UBS Wealth Management. Stefan joined Venture Visionary Partners (VVP) in May 2026. VVP and UBS are not affiliated entities.

Neither the firm nor its employees paid a fee for placement on the Forbes 2026 Best-in-State Wealth Advisors list. The ranking was developed by Shook® Research, LLC; data provided was as of 06/30/2025. The ranking was released on 04/07/2026.

View list: https://www.forbes.com/lists/best-in-state-wealth-advisors/

Important Disclosures about Third-Party Rankings

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Investment performance is not an explicit criterion, because clients’ investment goals differ. Generally, recognition is based on information prepared and submitted by the adviser.

Limitations: No ranking or recognition should be construed as a current or past endorsement of VVP or any of its advisers by any of its clients. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if VVP is engaged, or continues to be engaged, to provide investment advisory services. Recognitions published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by applicants.

Sam is a dedicated member of the Venture Visionary Partners team, bringing a unique perspective shaped by her journey from the serene landscapes of Ocala, Florida, to the vibrant community of Southwest Florida.

As a Relationship Manager, Sam is committed to delivering exceptional service and support to clients while focusing on creating a seamless, rewarding, and consistently high-quality client experience.

Experience highlights:

Sam currently holds her Series 66 license.

Bachelor of Science degree from Florida Gulf Coast University.

Six years of experience in the financial industry including two years as a Registered Client Associate at UBS

Outside of the office:

Outside of her professional role, Sam enjoys reading and baking, as well as spending time on Florida’s waters, pursuing her passions for boating, fishing, and diving. She is also a dedicated equestrian, having spent over 16 years caring for, riding, and competing with her horse, and shares her home with two loyal dogs.

With over 25 years of experience in banking and financial services, Shauna Barrier brings extensive knowledge and experience to her role as Client Service Associate. She began her career at Bank Plus in Mississippi and has built a distinguished career in client relationship management and financial services operations.

Shauna is registered as an Investment Adviser Representative (Series 66) and is committed to always acting in her clients’ best interests and delivering personalized, white-glove service. Her extensive industry background enables her to provide informed, attentive support that meets the high standards her clients deserve.

A native of southwest Mississippi, Shauna has been married to her husband, Marc, for 26 years. Outside of work, she enjoys spending time with friends and family, traveling, and embracing new adventures wherever they may lead.

Esteja is a Client Service Associate dedicated to creating a smooth, responsive experience for clients at every stage of their relationship with the firm. She approaches her work with strong attention to detail and a commitment to clear, thoughtful communication, ensuring clients feel supported, informed, and confident in each interaction.

With a proactive mindset, she anticipates needs, solves problems efficiently, and helps keep day-to-day operations running seamlessly. Her strengths include organization, follow-through, and building trust through reliability and consistency.

Key Strengths

• Over 8 years of experience in Administration and Operations at Sorenson Communications, plus 2 years in Technical Support at Thomson Reuters
• Bachelor of Business with a specialization in Information Systems from The University of Toledo

Outside the Office

Outside of work, Esteja enjoys golfing with her husband, staying active, and spending time with family. She also values quiet time with a good book, time with her dogs, and opportunities to learn and unwind through games and new interests.

Guiding Philosophy

“Thoughtful communication is the foundation of meaningful service.”

As a Client Service Associate, Jordan supports advisors and clients by ensuring every interaction is organized, accurate, and seamless. Her approach centers on proactive communication, attention to detail, and a commitment to delivering a consistently high-quality client experience. She focuses on building trust through reliability, clarity, and a calm solutions-oriented mindset, and helping clients feel confident and supported at every step of their financial journey.

Key Strengths;

• Six years of experience at Merrill Lynch as an operations representative prior to joining the firm. Strong background in maintaining compliance standards and executing processes with accuracy and consistency.
• Holds a Bachelor of Arts degree from Lourdes University
• Holds Series 7 and 66 licenses
• Commissioned Notary Public

Outside the Office:

Outside of work, Jordan lives in Sylvania, Ohio with her daughter, Layla. She loves spending time with family and friends. Music is a big part of her life, and she enjoys going to concerts whenever she can. Whether exploring local events, relaxing with loved ones, or finding new experiences to share with her daughter, she values the balance and connection that life outside the office brings.

Guiding Philosophy:

Pursue any creative passions, no matter how trivial they feel; they might spark success.

“From a little spark may burst a flame.”