Team

The Venture Visionary team is committed to helping you sustain and carefully grow your wealth. We do this by offering planning and investment solutions tailored specifically to your personal circumstances and desired goals. Each member of our team is dedicated to providing you with the very best service. We look to simplify complex financial decisions and give you the confidence and peace of mind to enjoy what matters most to you.

Craig D. Findley

Craig D. Findley, CPWA®

Chairman / CEO

Craig D. Findley

Brian J. Funkhouser, CRPS®, CRPC®

Managing Director, Investments / Retirement Plan Consulting, Partner

Craig D. Findley

Robert W. Retzloff

Chief Operating Officer, Partner

Craig D. Findley

Melissa J. Estrich, CRPC®

Chief Administrative Officer, Partner

Craig D. Findley

Paul M. Abendroth, AIF®

Partner

Craig D. Findley

Robert S. Loeb, CFP®, CPWA®

Partner

Craig D. Findley

James J. Porea

Partner

Craig D. Findley

John D. Spengler

Partner

Craig D. Findley

Bradford G. Dolgin

Partner

Craig D. Findley

Craig A. Warnimont, CFA®

Partner, Chief Investment Officer

Craig D. Findley

John T. O’Brien, AIF ®, CRPS®, CRPC®

Director, Retirement Plan Consulting

Craig D. Findley

Nicole M. Bellino, CFP©

Wealth Strategist, CERTIFIED FINANCIAL PLANNER™

Craig D. Findley

Ryan N. Borucki, CFP©

Financial Advisor

Craig D. Findley

Jamie L. Kaczmarski

Relationship Manager

Craig D. Findley

Lindsey M. Rouser

Relationship Manager

Craig D. Findley

Kristy A. Keller

Director of Operations

Craig D. Findley

Lauren A. Douglas

Director of Marketing and Communications

Craig D. Findley

Jackie L. LaScola

Executive Assistant

Craig D. Findley

Bruce D. Klinger

President, Venture Risk Consulting

Craig D. Findley

Shirley M. Toburen

Administrative Assistant

Craig D. Findley

Lisa A. Dantzer

Relationship Manager

Craig D. Findley

Sarah L. Wodarski FPQP ™

Relationship Manager

Craig D. Findley

Amy J. Amos

Relationship Manager

Craig D. Findley

Karyn A. Keilholz

Relationship Manager

Craig D. Findley

Kelly A. Arndt CRPC®

Relationship Manager

Craig D. Findley

Alexa M. Laberdee

Relationship Manager

Craig D. Findley

Diana S. Gibson

Relationship Manager

Craig D. Findley

Travis N. Maas

Financial Analyst

Client Advisory Board

Craig D. Findley

Kurt L. Darrow

Chairman, President, and Chief Executive Officer, La-Z-Boy Inc.

Craig D. Findley

Michael C. McMurray

Executive Vice President and Chief Financial Officer

Craig D. Findley

John W. Swigart

President, Spartan Chemical Company, Inc.

Our values

Our individualized approach to serving our clients is founded on the personal style of a boutique firm, backed by the institutional experience of a highly specialized team and supported by the resources of one of the industry’s pre-eminent advisor platforms, Dynasty Financial Partners. Our independence informs our ability to serve you objectively, our values drive our commitment to serve your best interests first.

The VVP team aligns with their clients not only through investing in similar strategies and products – proving their commitment to their recommendations – but through a commitment to the communities in which they live and work, by being fully engaged in civic and charitable activities.

We are aligned with our clients

We work alongside you as your advocate and fiduciary; you can rely on us with confidence and trust. Our alignment is also evident in our active support of the communities in which they live and work, as our team members engage in numerous civic and charitable activities.

We innovate

By staying well-informed in advanced planning and investment strategies, we seek new and progressive ways to deliver outcomes that fulfill your short-term and long-range goals.

We don’t dictate, we educate

We emphasize our role as advisor by teaching you how to simplify the complexity of your wealth through smart insightful solutions.

We are a collaborative team

Our team-oriented culture enables you to take advantage of the particular strengths of our individual team members, as we work together to build your plan and portfolio.