People You Can Sit Across From

Experienced Fiduciary Investment Stewardship

An alumnus of The Ohio State University, Rip began his career in the institutional banking world with Bank One (now JPMorgan Chase). He subsequently served as Vice President and Financial Advisor with McDonald Financial Group, a KeyBank subsidiary, advising high-net-worth families, executives, and business owners.

Seeking complete independence from corporate Wall Street sales quotas, Rip founded Van Winkle Wealth Management Group, LLC. Over three decades, the firm has operated as a pure SEC-registered independent fiduciary, stewarding client capital through multiple bull and bear markets, inflationary shifts, and economic transitions.

Rip created the Four Quadrant System™ to give families an intuitive, mathematically grounded approach to retirement security—ensuring no client ever has to wonder which dollars fund their monthly lifestyle.

Seamless Operations, Care & Regulatory Oversight

Valerie leads daily firm operations, regulatory compliance, and white-glove client onboarding. With professional roots in healthcare administration and real estate, she ensures that every client request—from account transfers and disbursements to annual tax filings—is executed with promptness, precision, and personal warmth.

She studied business and administration at Franklin University and earned her Ohio real estate credentials through Hondros College. Her deep attention to compliance standards ensures client security and transparency under SEC guidelines.