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®

Lead Advisor

Chris D. Creed, CFP®, CPWA®

Senior Lead Advisor

Cole Edmiston

Associate Advisor

DeWayne Crunk, CIMA®

Senior Lead Advisor

Grant W. Kinchen, CPWA®

Lead Advisor

J. Michael (Mike) Sanders

Senior Managing Director

Joey Sager

Managing Director

Kent Mitchell

Senior Lead Advisor

Matthew Maxcy

Associate Advisor

Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

Investment Team

George Clark, CFA®

CIO | Founding Partner

Jim Kozlowski

Senior Managing Director - Private Equity

Kyle T. Smith, CFA®, CFP®

Senior Portfolio Manager

Meredith Jackson

Investment Associate

Westin McEntire, CFA®

Senior Portfolio Manager

Client Services and Specialists

Dave Swann, J.D.

Chief Compliance Officer | General Counsel

Dr. Richard Orlando

Melissa Heiman

Senior Client Associate

Michael Catanese

Senior Client Associate

Mike Banks, CFA®

Chief Financial Officer | Chief Operating Officer

Pat Fletcher

Senior Client Associate

Rodney A. Gamble

Lead Advisor | Insurance Services

Susan Liang

Senior Client Associate

Taylor Adams, FPQP™

Senior Client Associate