Eastwind Capital Wealth Management - Westerville, Ohio

921 Eastwind Drive,
Suite 101
Westerville, OH 43081

 

Team

A veteran of the financial services industry, Michael Valley brings over 36 years of experience to Eastwind Capital. As founder of the firm, he dedicates his expertise to helping clients achieve their true financial potential. Whether...

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Sharon Staley

CFO & Advisor

As Chief Financial Officer of the firm, Sharon Staley specializes in building client relationships. Though her expertise extends across financial disciplines, she has played an integral role helping clients in both emergency and...

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Dave Lennox

Investment Advisory Representative

614-888-2230

614-888-3611

With over three decades of experience, Dave is a vital member of the Eastwind team. As an investment advisory representative, he presents retirement income solutions for clients, including helping them protect their estate and navigate...

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Glenda Brendus

Executive Administrator

614-888-2230

614-888-3611

A self-proclaimed "jack of all trades", Glenda wears many hats at our firm. She is the assistant to our president, prepares all client and prospect presentations, schedules appointments, and maintains calendars. There is little that...

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Bryan McBride

Business Manager

614-888-2230

614-888-3611

Bringing nearly three decades of financial and accounting experience to Eastwind Capital Wealth Management, Bryan’s role as Business Manager is to oversee the financial operations of the firm. Having demonstrated a passion for...

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Graham Guthrie, JD

Investment Advisory Representative

614-888-2230

614-888-3611

Graham has enjoyed a prominent career practicing law in Columbus Ohio for nearly three decades. Being an attorney lends itself to vast experiences in financial counseling, estate planning, asset protection and business succession...

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Hello! My name Jack Staley, and I am the Canine Executive Officer of the firm. I’m pretty awesome. There’s a reason visiting clients always ask to see me as soon as they visit the office. On most days, I am the designated...

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Eddie Staley-Valley

Second Greeter

I may be Jack’s little brother, but believe me, that makes me no less important. All of my friends say I play just as big of a role in the firm, even though my bark isn’t quite as loud as Jack’s. I’m hoping that...

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