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

Alex Holt

Associate Advisor

Blake Willcox, CFP®

Lead Advisor

Chris D. Creed, CFP®, CPWA®

Senior Lead Advisor | Partner

Cole Edmiston, CFP®

Lead 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, J.D.

Associate Wealth Strategist

Matthew Maxcy, CEPA®, CFP®

Associate Advisor

Rachael Wyatt, CIMA®, CDFA®, CEPA®

Senior Lead Advisor

Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

Ryan Smith, CPWA®

Senior Lead Advisor

Investment Team

Christopher M. Schelling, CAIA

Director of Alternatives

George Clark, CFA®

CIO | Founding Partner

Jim Kozlowski

Senior Managing Director Private Equity | Partner

Meredith Georghiades

Portfolio Manager

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

Megan Severe

Senior Client Associate

Melissa Whitaker

Senior Client Associate

Mike Banks, CFA®

CFO | Partner

Rodney A. Gamble

Lead Insurance Advisor

Sylvia Bell, CPA

Chief Operating Officer

Taylor Adams

Senior Client Associate

Contact Us

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Austin Team

OKC Team

Contact Form

Investment Management

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Services

Lorem Ipsum

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.

Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat nulla facilisis at vero eros et accumsan et iusto odio dignissim qui blandit praesent luptatum zzril delenit augue duis dolore te feugait nulla facilisi.

Lorem ipsum dolor sit amet, cons ectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.