Team

Venture Visionary Partners 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, CPWA®

Chairman / CEO

Brian J. Funkhouser

Managing Director, Investments / Retirement Plan Consulting, Partner

Robert W. Retzloff

Chief Operating Officer, Partner

Melissa J. Estrich, CRPC®

Chief Administrative Officer, Partner

Paul M. Abendroth, AIF®

Partner

Robert S. Loeb, CFP®, CPWA®

Partner

James J. Porea

Partner

John D. Spengler

Partner

Bradford G. Dolgin

Partner

Craig A. Warnimont, CFA®

Partner, Chief Investment Officer

John T. O’Brien, AIF ®, CRPS®, CRPC®

Director, Retirement Plan Consulting

Nicole M. Bellino, CFP®

Director of Financial Planning, Wealth Strategist

Ryan N. Borucki, CFP®

Financial Advisor

Jamie L. Kaczmarski

Relationship Manager

Lindsey M. Rouser

Relationship Manager

Kristy A. Keller

Director of Operations

Lauren A. Douglas

Director of Marketing and Communications

Jackie L. LaScola

Executive Assistant

Bruce D. Klinger

President, Venture Risk Consulting

Shirley M. Toburen

Administrative Assistant

Lisa A. Dantzer

Relationship Manager

Sarah L. Wodarski FPQP ™

Relationship Manager

Amy J. Amos

Relationship Manager

Karyn A. Keilholz

Relationship Manager

Kelly A. Arndt CRPC®

Relationship Manager

Alexa M. Laberdee

Relationship Manager

Diana S. Gibson

Relationship Manager

Travis N. Maas

Financial Analyst

Mallory A. Findley

Wealth Strategist

Kerry L. Duran

Relationship Manager

Griffin M. Oehlers

Financial Analyst

Client Advisory Board

Kurt L. Darrow

Chairman, La-Z-Boy Inc.

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 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 innovate

We seek new and progressive ways to help our clients achieve their short- and long-term goals.

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.