Our Team
Thomas F. Vorisek
FOUNDER & PRINCIPAL
FINANCIAL ADVISOR
Tom serves as the founder and principal of Vorisek Financial Corporation. Tom has provided full service financial services since 1985. He has a long history of establishing client relationships through a needs-based approach. When Tom founded Vorisek Financial, he had a clear vision of who we would be: a full service financial advisory firm providing hands-on personal service for the long term. This remains the underlying mission of the firm to this day.
Phillip Lovegrove, CFP®, CKA®
PARTNER & FINANCIAL ADVISOR
Phil Lovegrove CFP®, CKA® is a Partner and Financial Advisor with Vorisek Financial, a 38-year old Financial Advisory firm located in Worthington, OH. There he is responsible for advising current clients, new clients and advisor acquisition, and leading the firm’s vision and team development initiatives.
Prior to joining Vorisek Financial in 2016, he was an Assistant Vice President and Financial Advisor with both the Huntington Investment Company and Fifth Third Securities.
He currently serves as the Board Chair for Leadership Worthington, a non-porfit that provides leadership support to Worthington’s city government, schools, non-profit, and business communities. He formerly served on the board of trustees for the Worthington Resource Pantry, and the Peggy R. McConnell Arts Center of Worthington, in addition to mentoring several middle school students through leadership Worthington and high school students through Handshake America. He has also been active in different leadership roles in local ministry.
Phillip M. Garey
PARTNER & FINANCIAL ADVISOR
Phillip joined the Vorisek team in January of 2022 as a financial advisor. He is a graduate of The Ohio State University, with a degree in Business Administration from the Fisher School of Business with a focus in Finance. Phillip has worked as a licensed advisor for over 10 years and was with Cambridge Investments prior to joining us.
Phillip has a 7-year-old daughter, Lilly, and his girlfriend Victoria also has a 12-year-old daughter, Olivia. Lilly is currently in dance and Olivia is active in soccer club, so they spend a fair amount of time with those activities. When Phil and Victoria have free time, they enjoy traveling, with and without the girls, as well as playing golf and about anything outdoors.
Eric Shearer, CFP®
VICE PRESIDENT & FINANCIAL ADVISOR
Now in his 16th year with the firm, Eric’s current focus is serving as a Financial Advisor for existing and new clients in the development and monitoring of their financial plans. His planning process is executed with the ultimate goal of helping his clients achieve long-term financial independence.
Chris Wilkin, CFP®
FINANCIAL ADVISOR
When it comes to financial planning, constant review is key to keeping our clients on track. Chris provides ongoing portfolio and financial plan review to ensure our recommendations align with our clients' goals. Chris joined Vorisek Financial Corporation on a fulltime basis in 2012, after completing a one-year college internship program with the firm.
Gerard Quinn, CFP®, CIMA®
DIRECTOR OF FINANCIAL PLANNING
Jared has been dedicated, throughout his career, to partnering with his clients to develop strategies to achieve their financial goals. He is an Ohio native and began his career in the financial services industry in 2013 after earning a bachelor’s degree in Economics from The Ohio State University. Jared then completed an MBA with a concentration in Investments at Raj Soin College of Business at Wright State University and earned his CFP®and CIMA® designations.
Jared has had the pleasure of working for industry leading wealth management firms Morgan Stanley, Merrill Lynch and Raymond James in roles covering equity and fixed income trading, research and portfolio construction, and financial planning. He joined Vorisek Financial in November of 2022 as Director of Financial Planning and looks forward to bringing his experience and passion for wealth management to the firm and its clients. Outside of work, Jared and his wife, Casey, enjoy sports, photography, and traveling the great outdoors.
Jacob Plahovinsak
FINANCIAL PLANNING SPECIALIST
Jake joined Vorisek Financial in May 2019, after spending some time at both Morgan Stanley and JPMorgan Chase. He has great attention to detail and goes above and beyond when it comes to client requests. One of the things he prides himself on is delivering an excellent customer experience. On his off days, he enjoys spending time with his wife, Rachel, daughter JoJo and son, Benjamin, and their 3 cats.
Jennifer Blatt
CHIEF OPERATING OFFICER
Jen joined Vorisek Financial in January 2017 as a part-time bookkeeper and spent almost three years in that role. In September of 2019, she took on a full-time position in the Client Services department and has thoroughly enjoyed getting to know the business, the firm, and, most of all, the clients. In her newest role as Director of Operations, her commitment to ensuring that the needs and requests of our clients are promptly and thoroughly addressed remains her top priority.
Jen spent the beginning years of her career in various accounting roles after earning her Bachelor of Business Administration in Accounting from the University of Notre Dame. She has found her transition from the accounting world into the financial services one to be challenging (in all the best ways), as well as rewarding. She holds the Series 7 Securities License.
Stephen Martin
CLIENT SERVICE SPECIALIST
Stephen graduated from The Ohio State University with a degree in Agribusiness and Applied Economics. Prior to joining the firm, Stephen worked in the pharmaceutical industry for seven years helping patients save money on prescription costs, and then became an intern at a local community bank where he earned a full-time job after graduation. In his free time, Stephen enjoys visiting local restaurants and breweries unique to Columbus with his wife and high school sweetheart, Madison. Stephen and Madison can also be found cheering on their local sports teams especially The Ohio State Football Team and Columbus Blue Jackets.
Stephen holds a Series 7 Securities License.
Lynnae Hadaway
CLIENT EXPERIENCE AND MARKETING SPECIALIST
Lynnae joined Vorisek Financial in March of 2022 as our Client Experience Manager. Prior to joining our team, Lynnae worked in educational sales for Precept Marketing. This role gave her the opportunity to travel around the country helping schools adopt new curriculum and implement technology in their classrooms. She became very adept at asking thoughtful, open-ended questions and providing excellent customer service to the hundreds of schools she served. She also has many years of experience as a textbook author and homeschooling consultant.