About Us

The Best and Brightest Money Managers

A successful money manager can make all the difference on the growth and preservation of your client’s assets. At Visionary Asset Management, every money manager we sponsor are individually selected based on integrity, depth of experience and their ability to preserve capital and generate solid returns.

With our rigorous money manager selection process and alternative investment choices ranging from Mutual Fund Wrap Portfolios to Tactical Money Management solutions, investment professionals may benefit from industry expertise and a new level of diversification.

Drew Miller CFP®


Julie Martinez

Billing & Quality Assurance Specialist

Jennifer Zittel

Operations Manager

Mark Vuskov

Regional Vice President

Ryan Davis

Business Development Specialist

Caitlin Williams

Operations Liaison

Bruce Perwien

Business Development Specialist