Meet your team

Venturi has drawn team members from some of the top financial firms in the country to form a multi-generational organization with the deep experience necessary to navigate the complexities of your significant wealth.

Advisory Team

Alex Clendennen, CFP®, CPWA®

Wealth Strategist | Partner

Chris D. Creed, CFP®, CPWA®

Senior Lead Advisor | Partner

Cole Edmiston

Associate Advisor

DeWayne Crunk, CIMA®

Senior Lead Advisor | Partner

Emily Jackson

Associate Advisor

Grant W. Kinchen, CPWA®

Lead Advisor

J. Michael (Mike) Sanders

Senior Managing Director | Partner

Joey Sager

Managing Director | Partner

Kent Mitchell, CPWA®, CEPA®

Senior Lead Advisor

Lindsey Umin

Associate Wealth Strategist

Matthew Maxcy, CEPA®

Associate Advisor

Rachael Wyatt, CIMA®, CDFA®, CEPA®

Senior Lead Advisor

Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

Ryan Smith, CPWA®

Senior Lead Advisor

Stephanie D. Allen, JD, LLM-Tax, CWS©

Wealth Strategist

Investment Team

Christopher M. Schelling, CAIA

Director - Alternative Investments

George Clark, CFA®

CIO | Founding Partner

Jim Kozlowski

Senior Managing Director Private Equity | Partner

Meredith Georghiades

Investment Associate

Westin McEntire, CFA®

Senior Portfolio Manager | Partner

Client Services and Specialists

Dave Swann, J.D.

Chief Compliance Officer | General Counsel

Dr. Richard Orlando

Jenna White

Client Associate

Ken Gill

Senior Portfolio Administrator

Kristen Buchman, CFP®

Senior Client Associate

Melissa Whitaker

Senior Client Associate

Mike Banks, CFA®

CFO | COO | Partner

Rodney A. Gamble

Lead Advisor | Insurance Services

Susan Liang

Senior Client Associate

Sylvia Bell

Chief Operating Officer

Taylor Adams

Senior Client Associate