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(248) 735-8470  MICHIGAN(419) 824-8200  OHIO 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative.

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Julie is passionate about helping women navigate the challenges associated with significant life changes such as divorce, death of a partner or parent, or the sale of a business. 

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Richard has over 40 years experience in the financial services industry and has obtained the CLU and ChFC designations.

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Vicki has over 33 years experience in the financial services industry. Her industry certifications include Chartered Financial Consultant and Charted Life Underwriter.

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Jane has been working with Richard and Vicki since 2014. Her varied experiences include working as a legal secretary, office manager for a mortgage company and local spa, and as a financial aid administrator.

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