Our Team

Private Wealth Advisor John Venne is a financial planner with a client-service philosophy that focuses on highly personal and attentive relationships with customized, objective services. John establishes a warm, approachable demeanor...

After nearly two decades of financial advisory experience with a large Financial Services Firm, as well as a one-year stint on Wall St., David joined Ballast Financial as a founding partner in 2015. Today, he offers Ballast Financial...

Kevin began his career in the financial services industry in 1990. He started as a fixed income trader with a large financial institution. A year later, he became a financial advisor and has been guiding clients ever since. Kevin...

Over the more than two decades as a financial advisor with a large financial institution, Michael has developed broad expertise in investment management, financial planning, risk management, tax strategy, retirement and estate planning...

Kim has been in the banking/finance industry for four decades. An integral part of the success of Ballast Financial, Kim’s primary focus is to provide the highest level of client service in a timely manner. Kim and her husband...