Team

Based in Toledo, Ohio, Craig Findley is the Founder and Chairman of Venture Visionary Partners. He holds the Certified Private Wealth Advisor (CPWA®) certification, administered by Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. As a Wealth Advisor, Craig has 30 plus years of experience.

Craig has been the recipient of numerous awards notably, his recognition by Forbes, being listed as America’s Top 250 Wealth Advisors for 2021, 2022, and 2023; Barron’s as a Top 1,200 Financial Advisor for 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2022, and 2023; the Forbes Best in State Wealth Advisors List for 2018, 2019 , 2022, and 2023 as well as the 2019 Financial Times Top 400 Financial Advisors List. He also pioneered the first totally integrated benefits solution in the industry. Craig earned his bachelor’s degree from Hillsdale College and attended an exchange program at Oxford University.

Prior to going independent, and founding Venture Visionary partners, Craig was a Managing Director at UBS Wealth Management where he led and grew one of the largest and most successful teams in the firm. He was also the co-chair of the distinguished UBS Financial Advisor Advisory Committee (FAAC), which serves as the collective voice of the firm’s nearly 6,300 Financial Advisors.

Craig and his wife Amy live in Ottawa Hills, Ohio. They have four daughters Mallory, Molly, Mary, and Megan.

Brian (Partner) is Managing Director of Investments for Venture Visionary Partners. For the last 20 years, Brian has provided wealth planning designed around a comprehensive and customized process for each of his individual clients. Brian also strategically manages a variety of the firms customized portfolios designed to meet the goals of each client.

Prior to joining Venture Visionary Partners, Brian worked as a Managing Partner and Senior Retirement Plan Consultant at UBS. He also served on the UBS DC Advisory Council, which implemented the firm’s visions for excellence in Retirement Plan Consulting.

Brian was named to the National Association Plan Advisor (NAPA) Top Retirement Plan Advisors Under 40 list in 2015 and the Financial Times Top 401(k) Retirement Advisers list for 2015 and 2016.

Brian earned his bachelor’s degree from Bowling Green State University. He and his wife, Stephanie, live in Monclova, OH with their son, Nolan.

Rob (Partner) serves as Chief Operating Officer for Venture Visionary Partners and has over 28 years of experience in the investment industry. He is responsible for developing and implementing business operations and is heavily involved in strategic planning for the company. Rob also is Chairperson of the Venture Investment Committee and works with a select roster of Venture clients.

Prior to joining Venture Visionary Partners, Rob worked as a Financial Advisor at UBS and Morgan Stanley. His knowledge and experience have been critical in helping clients achieve their financial goals.

Rob graduated from the University of Toledo with a Bachelor of Business Administration.

Rob is a member of St. Rose Parish and a past board member of the Perrysburg Amateur Baseball and Softball Commission. He and his wife are passionate about children’s literacy and helping struggling readers achieve the lifelong benefits of reading proficiency. In his spare time, Rob enjoys spending time with his family, cooking and traveling.

He lives in Perrysburg, Ohio with his wife Terri and youngest son Nicholas. Additionally, Rob has an adult son Austin attending The University of South Florida and daughter Lauren attending Miami of Ohio.

With 29 years of experience, Melissa serves as Head of the Family Office Practice for Venture Visionary Partners.

Melissa works directly with the firm’s ultra-high net worth clients and their families overseeing their accounts, leading family meetings, and educating them on the investment and financial planning aspects of their accounts.

Prior to joining Venture Visionary Partners, Melissa was a team administrator and partner at UBS where she worked with the Wealth Management Team and was responsible for managing, preserving and enhancing client relationships.

Melissa lives in Sylvania and has two children, her son Jacob who is in the Army and her daughter Emily who is a surgical nurse.

Paul brings his 22 plus years of experience in the investment and insurance industries to the team. He has built a career on successfully managing an investment and wealth management practice consisting of high net worth clients and qualified retirement plans. Before joining the Venture Team, Paul worked as a Managing Director at DB Root and Co. and prior to that, served as Principal and Managing Director at Rehmann Financial. In addition, his experience includes time as President of Hylant Financial Services and as Senior Vice president for Merrill Lynch where he worked with high-net-worth individuals and corporate clients.

Paul received his bachelor’s degree from Bowling Green State University and attended the Wharton School at the University of Pennsylvania where he participated in the Executive Leadership Program.  Paul holds the Series 65 security registrations, life, and health insurance licenses as well as the Accredited Investment Fiduciary®(AIF®) designation.

Rob (Partner) is a Financial Advisor with Venture Visionary Partners and has over 35 years of experience in the financial industry.

Prior to joining Venture Visionary Partners, Rob was a Senior Vice President – Wealth Management at UBS.  He also worked for McDonald Investments before it was purchased by UBS and for the former Toledo Trust Bank, where he started his career in finance.  Rob’s knowledge and experience have been fundamental to helping his clients achieve their financial goals.

Rob holds his Certified Private Wealth Advisor (CPWA®) certification and Certified Financial Planner^TM (CFP®) designation.

He earned his B.S. in finance from Miami University and M.B.A. from the University of Toledo.

Outside of Venture Visionary Partners, Rob is a very active member of his community and church. He has served as President of the Board for Notre Dame Academy, Big Brothers Big Sisters, Mobile Meals, Leadership Toledo and the Bishop’s Education Council. He was previously on the Board for the Sunset House and Chairperson of their finance committee.

Rob is an avid reader and enjoys running and triathlons, competing in many prestigious races including the Boston and New York City marathons.

Rob and his wife, Dana, have been married for over 30 years and have two daughters. Torey is a 2018 graduate of Miami University in Chemical Engineering and Julia is a student at the University of Kentucky.

Jim is a Partner with Venture Visionary Partners. He began his career in 1983 and has successfully guided his clients through some of the most challenging and rewarding market environments ever. Within the team, Jim delivers comprehensive asset and liability management and financial planning. He focuses on portfolio construction, asset allocation, risk management, retirement income planning and qualified retirement plan services tailored to the needs and goals of each client.

Prior to joining Venture Visionary Partners, Jim was a Senior Vice President -Wealth Management at UBS. Jim’s time at UBS began in 2007 when the firm bought McDonald Investments, which he joined in 1989. While Jim also managed several offices for McDonald, his primary focus has always been to serve the needs of his clients—individuals, small businesses, corporations, retirement plans and nonprofit organizations.

Jim has been recognized on the Forbes Best in State Wealth Advisors List for 2020. He holds the Series 8, 31, and 65 securities licenses as well as annuity, life and long-term care insurance licenses. He earned his bachelor’s degree in finance from The Ohio State University in 1983.

Jim is a past president of the Catholic Charities Advisory Board. He has also been involved with The Professional Advisory Council of the Toledo Community Foundation and United Way. His hobbies include travel, cooking and fly fishing.  Jim and his wife Phyllis, live in Monclova and have been married since 1984. They have two sons, and two grandsons.

John is a partner with Venture Visionary Partners. Within the team he focuses on developing wealth management planning strategies to assist his clients in pursuing their financial goals.

John started his career in 1987 and has over 33 years in the financial industry. Prior to joining Venture Visionary Partners John was a Senior Vice President-Wealth Management at UBS, and before that, John served as a financial advisor at McDonald Investments, Roney & Co. and Pru-Bache.
Outside of work, John has served on the boards of Toledo Visiting Nurse, Toledo Junior Golf Association, MCO Foundation and currently the Toledo Zoo Foundation.

John earned his B.S. in business administration from Bowling Green State University in 1982. A celebrated college athlete, he played both football and golf and was later inducted into the university’s Hall of Fame in 1990. John currently lives in Perrysburg, OH with his wife, Amy, and their son Jack.

Brad is a partner with Venture Visionary Partners. For the last 36 years, Brad has provided wealth planning designed around a comprehensive and customized process for each of his individual and corporate clients.

Prior to joining Venture Visionary Partners, Brad was a Senior Vice President-Wealth Management with UBS. His years of working in every kind of market environment has given him the background and experience to consult with conviction and expertise on appropriate growth and wealth protection strategies.

Throughout Brad’s career, he has been the recipient of many awards, most notably the annual council member designation and the prestigious President’s Council. Brad graduated from the University of Arizona and currently holds a Series 31, and 65 securities licenses.

Brad is active in the community, and enjoys reading, exercise, golf, coaching youth basketball and travel.  He and his wife Jan live in Sylvania, Ohio and have been married for over 40 years. They are the proud parents of two sons and four grandchildren.

Craig is a Chief Investment Officer and Partner with Venture Visionary Partners.

Prior to working with Venture Visionary Partners, Craig was a Vice President – Wealth Management, Portfolio Manager and founding member of the Summit Wealth Management Group at UBS.

Craig began his career in 1997 analyzing stocks and bonds for use in client accounts and a family of mutual funds managed by Provident Investment Advisors in Cincinnati, Ohio. After achieving a high level of success as an analyst, Craig was promoted to the portfolio manager role and began working with high net worth clients. He then moved on to Key Private Bank where he was ranked among the top portfolio managers in the country.

Craig has had many accomplishments throughout his career. He held the title Director of Investments and Senior Investment Officer for National City/PNC Bank where he was responsible for and oversaw over $4 billion in client assets across Ohio and Michigan. He is also proud to hold the Chartered Financial Analyst (CFA) designation and is a Summa Cum Laude graduate of Bowling Green State University with a Bachelor of Science degree in Business Administration, and Finance specialization.

Today Craig enjoys leveraging his analytical skills to build customized portfolios designed to meet the goals and preferences of each client.

Craig and his wife Jodi have seven children and reside near Miller City, Ohio. They are active in their church, enjoy spending time with their family, and volunteer coach various youth sports leagues.

John is the Director of Retirement Plan Consulting for Venture Visionary Partners and joined the firm at its founding in 2019. He leverages more than 15 years of corporate consulting experience and immediately prior to VVP was a Senior Retirement Plan Consultant at UBS Financial Services. John was one of approximately 270 consultants authorized by UBS, nationwide, to deliver services in an ERISA-defined fiduciary capacity. He partnered with more than 70 businesses serving nearly 15,000 plan participants during his time at the firm.

John and the plan consulting team partner with companies to design, invigorate, and revitalize retirement benefit plans. Robust employee engagement initiatives, a sound investment selection and management process, comprehensive plan governance procedures, and an executed 3(21) or 3(38) fiduciary agreement all form the foundation of this partnership. While his management and consulting process is consistently applied; each partnership is uniquely evaluated and services are customized to meet specific needs.

A New England native, John attended the University of Toledo and has continued his education with numerous designations oriented toward his specific skill set. John, his wife Megan, and their children can frequently be found enjoying the outdoors in their free time.

Ryan is a CERTIFIED FINANCIAL PLANNER ™, and CERTIFIED PLAN FIDUCIARY ADVISOR™, specializing in retirement planning, financial planning, and all aspects of wealth management for clients. He began his career in the financial services industry in 2010.

Prior to joining Venture Visionary Partners, Ryan served as a Financial Advisor with DB Root & CO and Rehmann Financial, where he serviced and provided consultation for more than 50 retirement plans.  His experience also includes time with Jackson National Life Insurance Company, where he worked with fixed, indexed, and variable annuities, as well as mutual funds and alternative investments.

Ryan holds his Life & Health insurance as well as variable annuity lines certifications and is a graduate of Ferris State University with a B.S. in business.

Ryan enjoys staying active by running and playing basketball.  He and his wife, Heidi, live in Waterville, Ohio with their two daughters.

With 27 years in the business, Jamie is a Private Wealth Associate for Venture Visionary Partners.

Jamie provides support to Melissa Estrich within the Family Office practice. Her position includes working with high-net-worth client relationships and has an active role working with management on business development and is part of Venture’s Investment Committee

Jamie directs her full attention to the needs of the client by engaging both the investment and financial planning aspects of the practice and assisting in educating clients on account services and capabilities. Working directly with the teams’ high net worth clients, Jamie works in successfully constructing, implementing, and monitoring client strategies for households and retirement plans. She is passionate about providing clients with exemplary service and solutions.

Jamie attended the University of Toledo and resides with her husband and two children in Sylvania, Ohio.

With 15 years in the financial industry, Lindsey serves as a Financial Planner for Venture Visionary Partners. Engaging both the investment and financial planning aspects of the practice, she works directly with the team’s high net worth clients successfully constructing, implementing, and monitoring client strategies. Lindsey is responsible for enhancing the client experience by assisting in educating clients on account services and capabilities, as well as assisting with securities-based lending. She delivers exemplary client service solutions with enthusiasm.

Lindsey earned her bachelor’s degree in Business Administration from the University of Toledo. She holds her Series 66 license. Lindsey resides with her husband Aaron and three children in Monclova, Ohio.

Kristy is a Relationship Manager with Venture Visionary Partners and works directly with advisors Rob Retzloff and Brook Bright assisting clients in a variety of ways from initial onboarding, to money movement and ongoing maintenance of their accounts.

Kristy is one of the founding team members of Venture Visionary Partners. She began her career in the financial industry with UBS Wealth Management in 2007 working primarily in operations. Before transitioning to finance, she worked for several years in the interior design field after graduating with her Bachelor of Arts degree from Bowling Green State University.

Kristy currently lives in the historical district of Waterville, Ohio where she raises her children, has a house full of animals and attempts to tame her garden.

Jackie is the Executive Assistant to the Chairman and CEO, Craig Findley at Venture Visionary Partners. With 11 years in the financial industry, and 20 in the travel industry, Jackie is responsible for high-level administrative and clerical assistance to support Craig and the team.

In her spare time, she loves to travel, garden, shop and golf. Jackie and her husband reside in Toledo, Ohio and love to spend weekends in Northern Michigan.

Based in Toledo, Ohio Bruce Klinger is the President of Venture Risk Consulting. Venture Risk Consulting works in conjunction with Venture Visionary Partners to help advise clients on appropriate insurance protection strategies.

Bruce has over twenty-five years of leadership and management experience in the financial industry. Prior to joining Venture Risk Consulting, Bruce started his career at Northwestern Mutual and worked his way to becoming a district agent. In 1996, Bruce relocated to Toledo, Ohio where he ran a successful General Agency, and in 2012 was named General Agent and Managing Partner for the Ohio division Massachusetts Mutual Life Insurance company.

Bruce holds several industry designations including the Chartered Life Underwriter^® (CLU^®) designation, The Chartered Financial Consultant^® (ChFC^®) designation and The Chartered Advisor for Senior Living^® (CASL^® ) designation each from the American College of Financial Services^®. He is a distinguished industry speaker and has earned the General Agents Management Association (GAMA) Platinum award for growth eight times, has been a member of the Million Dollar Round Table as a Financial Representative, and was a past president of NAIFA (National Association of Insurance and Financial Advisors).

Bruce received his Bachelor of Science in Accounting from The State University of New York at Binghamton and received his Master’s in Organizational Leadership from Lourdes University where he currently serves as a member of the Board of Trustees and where he chaired the finance committee for four years. Bruce he is heavily involved in the local community, where he served as the president of the Juvenile Diabetes Research foundation.

Bruce and his wife Jayne have been married for 26 years and reside in Sylvania, Ohio where they raised their daughter Samantha.

Shirley is the front facing line of communication with clients for Venture Visionary Partners. She is responsible for assisting with day to day operations including regulatory and compliance initiatives, cashiering responsibilities, and providing support to Financial Advisors and Relationship Managers.

For over twenty years, Shirley worked in the Dundee Community School system, then in 1996 began work in the Financial Industry where she served in many capacities within the Operations area with Merrill Lynch, and UBS.

Shirley lives in Monroe, MI and has raised and watched three amazing daughters become strong independent women, as well as enjoying and spoiling two wonderful grandsons.

Lisa is a Relationship Manager who provides administrative support and client service to the team. With more than 20 years of experience in the investment and insurance industries, Lisa has extensive experience servicing retirement plans and wealth management clients. Prior to joining Venture Visionary Partners, Lisa worked with DB Root & CO as a client service associate. Lisa was also a Senior Financial Service Assistant with Rehmann Financial, and before that an Executive Assistant with King Insurance Agency where she was responsible for customer service and the marketing efforts of the agency.

Sarah is a Relationship Manager for Venture Visionary Partners.  With over 30 years of experience in the banking, insurance and financial industries, Sarah brings extensive knowledge to the team’s practice and the clients the team serves. Prior to Venture Visionary Partners, Sarah worked as a Team Administrator with UBS.

Sarah is a Certified Divorce Financial Analyst® practitioner, a Financial Paraplanner Qualified Professional ™ and holds the  Series  63 and 65 securities licenses along with life, variable, accident, and long-term care insurance licenses. She earned her bachelor’s degree in management (BSM) from The University of Phoenix.

Sarah Lives in Toledo with her husband Darrin, son Jeremy, and daughter Veronica.

Amy is a Relationship Manager for Venture Visionary Partners. With over 20 years of experience in the financial business, she brings her years of experience and extensive knowledge to the clients she serves and the overall team.

Prior to joining Venture Visionary Partners, Amy was a Wealth Strategy Associate-Relationship Manager with UBS, and prior to UBS, started her career in 2000 at Raymond James. Amy holds the Series 66 securities licenses.

Amy enjoys reading, baking, and spending time with family and friends. Her and her husband Dean live in Grand Rapids, Ohio. They have three daughters, and five grandchildren.

Karyn is a Relationship Manager for Venture Visionary Partners. She is responsible for communicating directly with clients and working with Financial Advisors on the team to service their accounts.

Prior to joining Venture Visionary Partners, Karyn worked as a Wealth Management Associate for UBS. Prior to UBS, she began her investment career in 1991 at Dollar Bank in Youngstown, Ohio. Soon after, she worked at National City Investments and Wells Fargo, then she relocated to Toledo, Ohio in 1994 and worked at Prudential Securities.

Karyn has a Bachelor of Arts degree from the University of Toledo. She also holds her Series 66 license.

Outside of work, Karyn enjoys running and has completed the Chicago, Minneapolis, and Columbus marathons.  She also enjoys road biking and is an avid reader. Her and her husband Jim have been married for over 28 years and live in Oregon with their two sons.

With over 23 years of experience with several of the industry’s major wealth management firms, Kelly brings extensive knowledge to her role as Relationship Manager with Venture Visionary Partners. Specializing in business development, marketing and concierge customer service, Kelly’s main objective is working directly with financial advisors to help clients answer their most important questions about their wealth and their future.

Prior to joining the Venture team, Kelly worked as a Senior Wealth Strategy Associate for the Summit Wealth Management Group within UBS.

Kelly earned her bachelor’s degree from Bowling Green State University and also holds the Chartered Retirement Planning Counselor (CRPC) designation.  In her spare time she enjoys running, traveling and watching her daughter play volleyball. Kelly and her daughter Aubrey reside in Perrysburg, OH.

Lexi is a Relationship Manager for Venture Visionary Partners. She works closely with the Financial Advisors on the team to onboard new clients, work on account transfers, and communicate with clients. Prior to joining the Venture team, Lexi was a Client Service Associate with UBS.

Lexi graduated from Bowling Green State University with a Bachelor’s in Science. She is a travel enthusiast and dog lover. She currently resides in Sylvania, Ohio.

With over 30 years in the business, Diana is a Relationship Manager for Venture Visionary Partners. She works directly with Financial Advisors on the team to oversee client accounts, service them, and keep constant communication with them.

Prior to joining Venture Visionary Partners, Diana worked as a Sr. Registered Client Service Associate with UBS. Her career began with First Federal Savings of Toledo, then transitioned to the securities business with Merrill Lynch and then Edward Jones. Diana holds her Series 65 license.

Diana was born and raised in Toledo where she still resides.  She enjoys helping others and spending time with her family and friends

Travis is a financial analyst for Venture Visionary Partners. He specializes in investment research, stock market analysis, and assists the team in portfolio management.

Prior to joining Venture Visionary Partners, Travis served as a Wealth Strategy Associate for the Summit Wealth Management Group at UBS where he began his career in the financial services industry in 2018.

Travis is a proud graduate of The Ohio State University with a Bachelor of Science in Business Administration with Finance and Investments specializations.  He holds the Series 66 license.

Travis is from Miller City, Ohio where he and his wife Lynsey continue to be active members in their church and community.  He is a member of the Miller City Volunteer Fire Dept. and enjoys spending time with family and friends.

Kerry is a Relationship Manager who provides client service to the team. With 30 plus years of experience, Kerry works closely with the Financial Advisors on the team to onboard new clients, work on account transfers, and communicate with clients. Prior to joining Venture Visionary Partners, Kerry worked as a Client Service Associate for UBS, and prior to that worked at Merrill Lynch. Kerry holds her Series 65 license.

Kerry and her husband live in Perrysburg. Combined they have five children and four grandchildren who they love spending time with.

Griffin is a Financial Advisor at Venture Visionary Partners. He specializes in wealth management, financial planning, investments, and has an affinity for technology. Griffin has worked in both operations and client facing roles during his career in financial services. He holds his Series 65 License. Griffin enjoys developing deep personal relationships with clients while helping them work towards their financial goals.

Griffin was born and raised in Toledo, Ohio and is a graduate of St. John’s Jesuit High School with a bachelor’s degree in Business Administration from The Fisher College of Business at The Ohio State University. He and his family currently reside in Sylvania, Ohio. He enjoys spending time with family and friends and is an avid Buckeye football fan.

Chris is the Director of Compliance for Venture Visionary Partners and works 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 10 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.

Chris is a proud graduate of Miami University and earned a B.S. in Finance from The Farmer School of Business. Chris was born and raised in Toledo, Ohio and is a graduate of St. John’s Jesuit High School. He currently resides in Perrysburg, Ohio with his wife Kristina and their son and daughter. Outside of Venture Visionary Partners, 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 exercising, triathlons, camping, and skiing.

Katelin is the newest client relationship manager at Venture Visionary Partners. She provides clients with everyday money movements, supports the team on day to day tasks, and works closely with advisors to ensure the needs of clients are met.

Prior to joining Venture Visionary Partners, Katelin had various internships that gave her experience in the financial business.

Katelin earned her bachelor’s degree in Finance and Marketing from the University of Kentucky. She is involved with the board of directors for Greek life at the University of Toledo. After graduating, Katelin moved back to Toledo where she was born and raised.

Matthew is a Computer Programmer/Data Analyst for Venture Visionary Partners focused on building systems and software that delivers and creates innovative solutions for the business and VVP clients. Matthew develops critical portfolio management systems for business monitoring and reporting using an array of open source technologies.

Prior to joining Venture Visionary Partners, Matthew worked as a Computer System Specialist for the United States Army. Matthew’s knowledge and experience gives him a depth of knowledge to provide clarity and insight for Venture Visionary Partners’ Advisors.

Matthew earned his B.S. in Information Technology from the University of Phoenix.

Outside of Venture Visionary Partners, Matthew is very active in his community. He has served as President of the Parent Policy Council for Brightside Academy, and created a program for schools to uplift low socioeconomic students.

Matthew is an avid reader and enjoys time with his children, hiking and running. He has competed in many prestigious races including the Boston and Chicago marathons while stationed in Afghanistan.

Matthew has three children, Victoria is pursuing entrepreneurial ventures, Heather is in college for her B. S. in Cloud Computing and Matthew is a straight A student in the 2^nd grade.

Tammy is a CERTIFIED FINANCIAL PLANNER ™ for Venture Visionary Partners specializing in financial planning, and all aspects of wealth management for clients.

She started in the Financial Industry at Society Bank in 1991 and transitioned to investments at Key Investments in 1997. After that, she worked at UBS as a Senior Registered Client Service Associate, working with clients to help them understand their financial goals.

Tammy has a Bachelor of Science in Business Administration from Ashland University, and graduated magna cum laude. She started LifeWise Academy in the Edison School district in 2021 and now currently serves on the Board of Directors for both the school district and Huron County Board.

Tammy enjoys time with her family and her church family, and appreciates spending time outdoors from paddling and kayaking, to biking, hiking and camping.

Brook is a Wealth Advisor with over 25 years of experience in the financial industry who specializes in helping business owners, entrepreneurs and senior executives find unique financial solutions to complex situations.

Prior to wealth management, Brook was an Equity Trader in Institutional Capital Markets providing company analysis to hedge funds, mutual funds, and family offices focusing on the industrial and basic materials sectors. He holds a deep knowledge and understanding of the markets and psychology of investing.

Brook earned the Chartered Financial Analyst (CFA®), the Certified Financial Planner™ (CFP®), and the Certified Exit Planning (CEPA) designations.  He is a 1997 graduate of Kent State University where he spent all four years playing basketball for the Golden Flashes.

Brook enjoys meeting new people, being outdoors and all things sports related.  He lives in Westlake, Ohio with his wife and 3 children. Most of all, Brook is a man of faith and devoted to his family.  When time allows, you can find him on the lacrosse pitch, the basketball or volleyball courts or the baseball field cheering on his kids.

Chad is a CERTIFIED FINANCIAL PLANNER ™ (CFP^®) with Venture Visionary Partners specializing in financial planning, and all aspects of wealth management for clients.

He began his career in the financial industry in 2013. Prior to joining Venture Visionary Partners, Chad served as a Wealth Management Advisor with Northwestern Mutual where he received the New Financial Representative of the Year award for the growth of his practice. He prides himself on building genuine relationships with his clients and listening to their dreams to help them create a plan they are excited to follow.

Chad holds his B.S.B.A in Financial Planning and Services from Central Michigan University as well as Ohio Life, Accident, and Health licenses. He also holds designations for Chartered Life Underwriter^® (CLU^®), a Chartered Financial Consultant^® (ChFC^®) and Retirement Income Certified Professional (RICP)

He has a genuine passion for hunting, fishing, camping, and anything outdoors related. He currently resides in Temperance, Michigan with his wife, Kelli, their daughter Emma, and golden retriever Brady.

Grace is a client service associate for Venture Visionary Partners. She works with Chad Whipple to create a unique client experience tailored to each individuals’ goals.  Grace is responsible for monitoring clients’ investment accounts and handling client service requests as they are received. Grace prides herself on excellent client service through her professionalism and thorough communication with clients.

Grace holds a BBA in Marketing from Eastern Michigan University and has her Ohio Life, Accident, and Health licenses.

Andy Bogan serves as a Client Service Associate for Venture Visionary Partners. In his role, Andy collaborates closely with our Financial Advisors, playing a pivotal role in onboarding new clients, facilitating seamless account transfers, and maintaining effective communication channels with our valued clientele. Andy’s attention to detail and client-centric approach reflects our unwavering commitment to delivering exceptional financial services.

Holding a Bachelor of Science degree in finance from Wofford College, he exemplifies a passion for understanding the intricate landscape of financial markets and solutions.

Prior to joining VVP, Andy embarked on a successful venture as a realtor in his hometown of South Carolina and now recently has relocated to Bowling Green, Ohio driven by his wife’s pursuit of a master’s degree at BGSU.
Andy’s fresh perspective injects a vibrant energy into our team dynamics, enhancing our collaborative efforts and propelling us towards continued success.