Our Team

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.

From his childhood days clipping coupons with his family, William harbored a passion for helping others save money. Though he began his career in tax preparation, his focus swiftly shifted to ensuring the comprehensive financial well-being of his clients.

To bolster his dedication, William earned a Bachelor’s degree in Family Resource Management (akin to Financial Planning) from The Ohio State University, followed by a Master’s degree in Financial Planning from the College for Financial Planning.

As a CERTIFIED FINANCIAL PLANNER™ practitioner and a National Association of Professional Financial Advisors (NAPFA) Registered Financial Advisor, William upholds a fiduciary oath to prioritize his clients' best interests above all else.

While specializing in tax minimization and retirement planning, William’s scope extends to the financial health of entire families. His expertise has garnered recognition, with appearances in the Wall Street Journal discussing financial transitions for families and college planning. Additionally, he’s shared his insights through numerous presentations and teaching engagements, including classes at Franklin University.

William calls Marysville, Ohio, home, where he lives with his wife Kristen and their children Lilly and Cason. In addition to his role as treasurer of the Navin Elementary PTO, William immerses himself in the hot air ballooning community and finds joy in camping adventures during his free moments.

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.

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. 

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.

Angela joins us with a Bachelor's degree in Business Administration, focusing on Marketing and Communications. She studied abroad in beautiful Prague, Czech Republic, for three years, where she excelled in her academics and taught English to elementary students. 

Her love for exploring new places, hiking, and yoga keeps her always up for an adventure, and she values sharing meaningful moments with family, friends, and her beloved cat, Sabrina. 

Meet Kris, a dedicated member of the Vawter Financial team who joined us as an Administrative Assistant in June 2019. Kris plays a crucial role in supporting our staff by handling daily administrative tasks, managing meeting schedules, contributing to marketing initiatives, and orchestrating the enjoyable VF activities that bring our team and clients together.

What Kris values most in her role is the opportunity to create a positive and memorable experience for every client that Vawter interacts with. Her commitment to fostering strong client relationships sets her apart and contributes to the overall success of our team.

Outside of her professional responsibilities, Kris resides in Dublin with her husband and two furry companions, Max and Jake. In her leisure time, she enjoys quality moments with family and friends. Kris is also passionate about unleashing her creative energy through painting and drawing projects, showcasing her artistic side.

Beyond her work with Vawter, Kris actively engages with her community, participating in her church and various charitable organizations. An interesting tidbit about Kris is that she met her husband online via Yahoo Personals, a surprising connection considering they lived in the same subdivision.

Colin recently joined VF as an intern from The Ohio State University, where he's entering his Junior year, majoring in Finance and Economics with a Financial Planning minor. Alongside his academics, Colin manages the finances of his fraternity, Delta Tau Delta, as the Treasurer. In his free time, he enjoys golfing, playing intramural hockey, and cheering on the Cleveland Browns and Columbus Blue Jackets. Colin also loves spending time with his friends and family.