Gary began advising clients on financial matters in 1985 and started his own firm, Vawter Financial in 1990. After receiving his undergraduate degree in finance from The Ohio State University, he went on to become a Certified Financial Planner™ professional and earn a Master of Science (MS) degree in financial planning from the College for Financial Planning, as well as the Accredited Estate Planning (AEP®) designation. He also holds an advanced Estate Planning and Taxation (EPT) Certificate and Chartered Financial Consultant (ChFC) designation from the American College. Gary has been actively involved and held leadership positions within the industry, on both local and national levels. He has spoken on financial planning and business ownership topics to audiences around the country. He regularly contributes to various media outlets including The Wall Street Journal, Reuters, Dow Jones Newswires, Columbus CEO, and Business First, along with appearances on 610 WTVN radio shows.
Gary lives in a golf course community with his wife and three kids. He enjoys hosting outdoor client meetings when he isn’t boating, traveling, and snow skiing with his family.
William joined Vawter Financial in 2017. Prior to joining Vawter, he spent 12 years helping high net worth individuals in a fee-only capacity. He holds a Bachelor’s of Science degree in Family Resource Management from The Ohio State University and a Master’s of Science degree in Financial Planning from the College for Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a National Association of Professional Financial Advisors (NAPFA) Registered Financial Advisor and serves on their mid-west regional board. William specializes in retirement planning and helping corporate employees with their benefits. William has been quoted in the Wall Street Journal, sharing his expertise on financial transitions for families and college planning. He has given numerous presentations to local and national audiences. William teaches classes at Franklin University and serves as their transition point for financial planners entering the profession. He has served on the Mid-west board for NAPFA as the treasurer and was invited by the City of Dublin to teach adult continuing education classes on financial planning topics.
William lives in Marysville with his wife Kristen, children Lilly and Cason, and rescue dog. He serves as treasurer of the Navin Elementary PTO and sits on the board of the Columbus Youth Foundation. In his free time, William is earning his hot air balloon pilot’s license and is active in the ballooning community.
Katrina began her position with Vawter Financial in the fall of 2016. She completed her Bachelors of Human Ecology in Financial Planning in the spring of 2016 from The Ohio State University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the National Financial Planning Association. She serves on the board of the Central Ohio chapter of the Financial Planning Association. Katrina is also the treasurer of her Toastmaster Club, Dublin Premier Toastmasters. Katrina has a wide variety of responsibilities at VF. She enjoys advising clients, rebalancing portfolios, long-term projections, and getting to know new clients and their goals.
Katrina lives in Powell with her husband, Warner, and their daughter, Moxie. They enjoy traveling and spending time with family and friends. In her spare time, Katrina likes to exercise, knit, and try new recipes.
Jackie began her position with Vawter Financial as the Client Services Coordinator in April of 2012. Since coming on staff at VF, Jackie has filled many roles, currently overseeing the positions of Client Services Manager and Office Manager. Within these roles, Jackie handles a wide range of duties that consist of client administrative requests, account processing, and any type of service that relates to the needs of the client. In addition to focusing on client-related needs, Jackie keeps office operations within VF running smoothly. These responsibilities include managing the administrative team, ensuring compliance standards are met, and assisting with new business development. Jackie studied Social Work at Rio Grande Community College and in 2016 obtained her Bachelor of Science in Business Administration. Jackie lives in Westerville with her husband, Jeff, and their twin sons, Jacob and Ryan. In 2018 after her son, Ryan was diagnosed with Type 1 Diabetes, Jackie and her family created the Diabetes Dash 5K to support the research efforts of JDRF. In addition to volunteering, Jackie enjoys spending time with family, and in her spare time, she loves to do DIY projects.
Kris joined Vawter Financial as an Administrative Assistant in June of 2019. She supports staff members with daily administrative tasks, takes care of meeting scheduling, assists in marketing efforts, and helps plan the fun Vawter activities. Her favorite part of the job is creating a positive experience for each client that Vawter interacts with.
Kris lives in Dublin with her husband and rescue dog, Max. Outside of her position with Vawter, Kris enjoys spending her free time with family and friends, unleashing her creative energy with painting, drawing or photography projects, playing sand volleyball with her team - Mixed Dinks - and taking on DIY home projects. Most people are surprised to know that Kris met her husband online via Yahoo Personals even though they lived in the same subdivision.
Meet Robbie, a passionate financial professional dedicated to guiding you on your journey toward financial success. Robbie's journey with VF began as an intern in January 2022, and his commitment to excellence led to his graduation from The Ohio State University's Fisher College of Business in May 2022.
With a major in Finance and a minor in Financial Planning from the school of Human Ecology, Robbie brings a robust academic foundation to his role. Eager to enhance his expertise, he recently achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation, showcasing his commitment to providing top-tier financial guidance.
As a proud member of the Central Ohio chapter of the Financial Planning Association, Robbie is not just a financial advisor; he's a trusted partner in your wealth management journey. His love for client meetings is evident, as he takes joy in developing meaningful relationships with each individual he serves.
Beyond his financial prowess, Robbie is a self-proclaimed finance nerd who thrives on discussing all things finance. His enthusiasm for the subject translates into personalized and insightful financial advice tailored to your unique goals.
Currently residing in the community of Grandview Heights, Robbie's life extends beyond the world of finance. In his free time, he finds joy in golfing, exploring new destinations, maintaining an active lifestyle through workouts, indulging in cinematic experiences, and savoring the culinary delights of new restaurants.
Robbie's holistic approach to financial planning, coupled with his genuine passion for the well-being of his clients, makes him not just a financial advisor but a trusted companion on your journey to financial prosperity.
Thomas recently joined VF as an intern from The Ohio State University. He is a Finance major in the Honors program and will be a Junior in the fall. In addition to academics, Thomas enjoys playing all kinds of sports, cheering on the Buckeyes, and traveling the world. While he grew up competing in basketball and baseball, he has recently been exploring the Columbus sand volleyball scene. In his spare time, Thomas enjoys spending time with his family and traveling.