Craig D. Findley CPWA®
Managing Partner - Wealth Management
Craig is a founding partner of Findley Wise Wealth Management and a Managing Director within UBS Wealth Management. He has 24 years of experience in the fields of investments and financial consulting. In addition to overseeing the strategic development of the team, Craig provides direction for all of Findley Wise operations, plays a major role in client education, and is responsible for the development of strategic solutions to help advise clients. In 2003, he co-founded Findley Wise creating a nationally recognized wealth management practice specializing in advising affluent families, corporate CEOs, highly successful entrepreneurs, families that have passed wealth from generation to generation, and organizations with a variety of asset and debt management needs.
Craig has been the recipient of numerous awards and acknowledgements throughout his career. He worked for many years with another major investment firm as a Corporate Client Group Director, becoming the youngest Senior Vice President in that firm's history. He also pioneered the development and implementation of the first totally integrated benefits solution in the industry, and is listed on Barron's top 1200 Financial Advisors for 2011, 2012, 2014, 2015, 2016, and 2017. Craig received his bachelor's degree from Hillsdale College and attended an exclusive exchange program at Oxford University in England. Craig and his wife Amy reside with their four daughters in Naples, Florida and Ottawa Hills, Ohio.
Kenneth J. Wise
Managing Partner - Wealth Management
Ken is a founding partner of Findley Wise Wealth Management and a Managing Director within UBS Wealth Management. He has over 29 years' of experience in the fields of investments and financial consulting. In addition to overseeing the group's private wealth management practice, Ken heads the teams' investment committee, plays a major role in developing its core processes, and is integral in the development of strategic solutions to help advise clients. In 2003, he co-founded Findley Wise creating a nationally recognized wealth management practice specializing in advising affluent families, corporate CEOs, highly successful entrepreneurs, families that have passed wealth from generation to generation, and organizations with a variety of asset and debt management needs.
Ken has been the recipient of numerous awards and acknowledgements throughout his career. He earned his bachelor's degree from the University of Toledo in real estate and finance, graduating cum laude, is a member of the firm's prestigious Chairman's Council and is listed on Barron's top 1200 Financial Advisors for 2015, 2016, and 2017. As a part of the group's education initiative, Ken will be teaching "Financial Strategies for Successful Retirement" at Florida Gulf Coast University this spring and winter. He is active in the community and currently involved with Kids Unlimited, Adopt America and United Way. Ken and his wife Ann, reside in Naples, FL and Sylvania, OH. They have two sons who are graduates of The Ohio State University and are currently working in New York City in the financial industry with Goldman Sachs and UBS.
Brian J. Funkhouser CRPS® and CRPC®
Senior Retirement Plan Consultant
Brian is a managing partner of Findley Wise Wealth Management and a Senior Retirement Plan Consultant within UBS. With 14 years of experience, he manages Findley Wise’s Retirement Plan Consulting practice, assisting companies to deliver a well-structured, high-quality retirement plan that properly addresses and documents each company’s fiduciary governance. Brian also works directly with the employees of Findley Wise Wealth Management’s clients to make sure they are making the right decisions to get them on track for retirement. Brian was named to the Financial Times Top 401 Retirement Advisers list for 2015 and 2016 and he also serves on UBS’s DC Advisory Council which works to create the vision for the firm’s Retirement Plan Consulting Group. Brian earned his bachelor’s degree from Bowling Green State University and also holds the Chartered Retirement Plans Specialist® and the Chartered Retirement Planning Counselor® designations from the College for Financial Planning®. Brian and his wife, Stephanie, live in Monclova, OH, with their son Nolan.
Stefan J. Contorno
First Vice President - Wealth Management
Stefan is a First Vice President, Financial Advisor and Portfolio Manager for the Florida office of Findley Wise Wealth Management UBS Financial Services. Stefan has been in the Financial Services Industry for over 18 years through every possible market scenario. Stefan is eminently qualified in his role as trusted advisor and has been a top ranking Financial Advisor throughout his tenure as a financial professional. He has been recognized and featured in numerous industry publications and is consistently recognized as one of Gulf Coasts Top Wealth Managers in Gulfshore Life Magazine. Stefan is often sought out by the media and is the Financial Commentator for WINK News TV (CBS). He has also been recognized by Research Magazine with its ETF Hall of Fame Award. Stefan is also an adjunct Professor at Florida Gulf Coast University, where he teaches courses on Successful Retirement Strategies. He takes great pride in his ability to add value and remain indispensable to clients by maintaining the highest standard of support, collaboration and knowledge in every one of his relationships. Moreover, his experience helping successful families, individuals and corporate executives has deepened his expertise across all areas of wealth management and enabled him to deliver pragmatic, proven solutions for each client’s unique financial situation. Stefan was educated at Baruch College in New York City where he received a B.B.A. in Economics.
Findley Wise Wealth Management believes in giving back to the community and is a proud supporter of Make A Wish Foundation, Barbara's Friend's, The Center for the Arts of Bonita Springs, The Big Backpack Event and FGCU Athletics to name a few. Stefan enjoys spending time with his wife and two children, is an avid tennis player and enjoys tasting and collecting fine wines.
CO, CT, FL, IL, MA, MI, NC, NJ, NY, OH, OR, PA, SC
Tyler R. Mckean AWMA®
Vice President – Wealth Management
Tyler is a 2017 Forbes America’s Top Next-Generation wealth advisor and partner with Findley Wise Wealth Management within UBS Wealth Management. He manages key client relationships and runs the team's business development. Tyler uses his comprehensive knowledge in the financial field paired with his forward thinking to sustain relationships with high net worth clients and their families. He is considered a key player in advisor relations for the team.
Tyler is extremely involved throughout the community. He is a member of Toledo Rotary, Toledo Estate Planning Council, The Toledo Symphony, The Toledo Club, and is on the board of Partners in Education and The University of Toledo COBIAA. He received his bachelor's degree from the University of Toledo in Financial Services and Economics and has completed the Investment Management Specialization through University of Geneva. Tyler is a native of Oak Harbor, and currently lives with his wife Megan and son Murphy in Ottawa Hills, Ohio.
Kristie K. Howe CFP®, CRPC®, MBA
Senior Wealth Strategy Associate - Planning Specialist
Kristie is a Certified Financial Planner® and Chartered Retirement Planning Counselor® with Findley Wise Wealth Management. With over twenty one year's experience, she manages the team’s financial planning practice, working closely with individuals and families to develop customized strategic plans that help address various complexities of their financial life. She uses her knowledge and experience to model a variety of scenarios and conducts a comprehensive risk assessment to address possible critical issues. Kristie’s main objective is to help clients pursue their goals as they evolve with time and help them feel more prepared to meet life’s financial challenges.
Kristie earned her bachelor’s degree in finance from the University of Toledo, graduating Magna Cum Laude and her MBA from Bowling Green State University. She is active in the community and has been involved with Business and Professional Women of Ohio, Junior Achievement, Junior League and Harbor Behavioral Health board. Kristie and her husband Michael live in Sylvania, Ohio with their two children Lillian and Logan.
Robert W. Retzloff
Account Vice President – Financial Advisor
Rob is a recently added partner joining Findley Wise Wealth Management in August 2016 as a Financial Advisor and Chief Operating Officer. With over 23 years in the investment industry his knowledge and experience are critical in helping our top clients achieve their financial goals. In his role as Chief Operating Officer, Rob is responsible for developing and implementing the operation processes of Findley Wise Wealth Management. He is also involved in talent development and strategic planning for the group.
Rob is a graduate of the University of Toledo with a Bachelor of Business Administration. He resides in Perrysburg with his wife and three children. He is a member of St. Rose Parish and a past board member of the Perrysburg Amateur Baseball Softball Commission. He and his wife are passionate about children's literacy and the lifelong benefits of helping struggling readers.
Melissa J. Estrich CRPC®
Melissa is the Team Administrator and recently named partner for Findley Wise Wealth Management within UBS. With over 23 year's experience, she oversees the administrative team and overall operations including preparing and reviewing clients materials, monitoring client and Financial Advisor requests, ensuring timelines are met, educating clients on account services, and overseeing the on boarding process for new clients. She is a lead service provider for high priority clients and provides support to the entire team. Melissa has been the recipient of numerous awards and acknowledgements throughout her career. She was the recipient of the prestigious Service Quality Award and led the team to be honored as #1 in the country out of 600 offices.
Melissa studied at Lourdes College and the University of Toledo, and has earned her Chartered Retirement Planning Counselor® designation from the College of Financial Planning. She lives in Sylvania, Ohio, has a son in the military, and a daughter who is a graduate of Marietta College.