Vision Financial Management
Vision Financial Management was founded in 2004 by Rob Winston, CFP® after spending six years with a large financial planning firm in Cleveland. Limited savings and investment strategies at the large financial firm motivated him to search for other alternatives. Rob then affiliated with LPL Financial in December 2004. LPL is the largest independent firm in the country with access to various investment strategies. Rob’s assistant is Jerri Weaver who has been in the financial planning business for over 25 years and has been part of the firm since inception.