Brian Van Winkle, President & Founder
Brian has over twenty 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 and later, SafeMoney Place, the insurance division of the 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, Ohio, with his wife, Valerie, and their children, Alexis and Grant.
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 provides 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.
Douglass Fischer, CFP®, Workshop Guest Speaker
Our workshop speaker, Douglass Fischer, was trained on Wall Street 40 years ago as a stock broker and stockbroker trainer. He has taught at several colleges and universities on the concerns seniors have about retirement planning and avoiding mistakes during retirement. He has also taught at the Estate Planning University in Denver.
Doug currently teaches CPA continuing education on the taxation of financial products. We consider ourselves lucky to have Doug Fischer as a part of our team. He is very much in demand and delivers workshops for retirees across the United States for our firm and others.
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.
To schedule a time to discuss your financial future contact us at Info@VanWinkleWealth.com or call us at
740-366-1110 or toll free at 866-366-1110 today!