Who We Are

Brian has over twenty eight years of experience in the financial services area.  A  native of  the "Buckeye" state, he graduated from The 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. After several years, 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 as a State of Ohio Life/Health Annuities license.

Brian specializes in providing objective, unbiased, 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 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 licsence from Hondros College. She is currently working on completing her State of Ohio Life/Health Annuities license.

Valerie is responsible for overseeing all the daily activities and functions in the office. Including working with clients, answering the phones, scheduling appointments, and following up on miscellaneous paperwork.

Valerie is an active member of the TWIGS 14 group, works on various other committees, and enjoys helping out at the schools that her children attend. 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's main focus is on customer service and making sure the daily operations of the business run smoothly. Julie has her Associates Degree in Business Administration majoring 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