Brian E. 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 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