Broker Check
(734) 356-3250  MICHIGAN(419) 824-8200  OHIO 

Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative. For two of those years, he was the Regional Director of Investments for the Great Lakes Region where he...

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Julie has strived to help clients make smarter decisions with their money for 20 years. Julie has served as an advisor and director of financial planning throughout her career. She feels privileged to listen as clients reveal...

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Jennifer began her career in the financial service industry with UBS in 1996 and subsequently earned her Series 7 General Securities license in 1997. Jennifer later transitioned to Merrill Lynch where she earned her Series 66 Uniform...

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Patrick Grasso

Portfolio Manager

(734) 356-3230

(734) 356-3251

Pat joined Vision Capital Partners in the summer of 2022 when he moved to Southeast Michigan from the Boston area. Before that, he worked as a portfolio consultant at Affinia Financial Group, overseeing trading, research, portfolio...

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Vicki has over 33 years experience in the financial services industry. Her industry certifications include Chartered Financial Consultant, Charted Life Underwriter and Securities certification in stocks, bonds, mutual funds, limited...

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Jane has been working with 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. Jane and her husband are Veterans and...

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Richard has retired as of December 31, 2021 with over 40 years experience in the financial services industry. Richard is an avid golfer, enjoys travel and is a private pilot. He and wife, Vicki, have 4 sons, 4 daughters-in-law and 9...

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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.