Financial Planning Newark

Van Winkle Wealth Management Group, LLC

Financial Planning Newark
Call Today!

Address
263 Deo Dr
Place
Newark, OH   43055 
Landline
(740) 366-1110
Fax
(866) 591-6697
E-Mail
[email protected]
Facebook
VanWinkleWealth
Video
www.youtube.com
Website
www.financialplanningnewarkoh.com

Description

We specialize in financial planning strategies for individuals, families, businesses, and nonprofit organizations. From estate planning and asset management to retirement planning, our mission is to help clients define achievable goals and reach those goals. Contact us today!

Keywords financial planner, financial planning services, estate planning services, wealth management advisors, certified financial planner, asset management services, life insurance services, financial planning, tax planning, investment service, financial consultant.

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  • Brian Van Winkle

    President & Founder

    Brian has over twenty-eight years of experience in the financial services area. A native of the “Buckeye” state, he graduated from Ohio State University and began his career in investment planning with Bank One. After five years as a Financial Advisor and Team Leader, he became a Vice President and Financial Advisor with McDonald Financial Group, a Key Bank company. Eventually, Brian founded Van Winkle Wealth Management Group, LLC, an independent financial services firm. Mr. Van Winkle is a member of the Professional Advisors Group of the Catholic Foundation, a prior member of the Granville Education Foundation Board, past treasurer of the Bryn Du Association, past board member of the Granville Kiwanis and Newark area Jaycees and an active member of the Knights of Columbus. Brian holds FINRA Series 7 and 63 securities licenses as well being licensed to sell Life Insurance and Annuities in the State of Ohio. Brian specializes in providing objective, unbiased and unique solutions for families, businesses and non-profit organizations regarding their wealth accumulation, investment management, insurance portfolio design and comprehensive estate planning needs. Brian resides in Granville with his wife, Valerie. Daughter, Alexis, is at the University of Alabama, and son, Grant, is at The Ohio State University.

  • Valerie Van Winkle

    Client Support Specialist

    Valerie has 17 years of experience in the professional world working in the medical field and in real estate. She attended Franklin University and has her real estate license from Hondros College. She is currently working on completing her State of Ohio Life/ Annuities and Health/Accident licenses. Valerie is responsible for the overall functions and activities of a highly structured professional environment. She has direct communication with the investment advisors and helps provide them with necessary detailed information. Additional responsibilities are scheduling appointments and communicating with our clients. Valerie coordinates the details and schedules of our seminars and other out-of-office functions. Valerie is an active member of the TWIGS 14 group, serves on various committees and enjoys helping out at her children’s schools. Valerie lives in Granville, Ohio, with her husband, Brian, and their children, Alexis and Grant. My Motto: “If our name’s not familiar yet, we hope to change that soon.”

  • Julie Moscynski

    Client Service Manager

    Julie’s main focus is on customer service and making sure the daily operations of the business run smoothly. Julie has her associate’s degree in Business Administration, with an emphasis in Computer Information Systems from Davenport University. Julie and her husband, James, have two daughters in college. In her free time, she loves to cook and spend time with family and friends.

  • Cara Brautigan

    Workshop Assistant

    Cara Brautigan has been a vital part of our workshop team for four years. She runs the onsite administrative work during our workshops and has experience with workshops all across the country for our firm and others.

Categories

Financial Planning
(740)366-1110 (740)-366-1110 +17403661110 (866)366-1110 (866)-366-1110 +18663661110