Who We Are
At MVFP, we believe your financial journey deserves guidance rooted in clarity, care, and confidence. As an independent advisory firm, we focus on delivering personalized strategies that align with your unique life goals—whether you're preparing for retirement, funding education, expanding a business, or pursuing financial peace of mind.
Driven by transparency and integrity, our experienced team is here to do more than just manage your money—we’re here to help you create a future that reflects what matters most to you.
Our Team
At MVFP, our team is made up of dedicated professionals with decades of combined experience in financial planning and advisory services. We’re passionate about building lasting relationships and providing guidance that’s rooted in trust, transparency, and a deep understanding of your goals.
Brian Yeakley, President, Financial Advisor
Brian Yeakley is a lifelong Ohio resident who enjoys spending time with his family: his wife Marissa, daughters Alex and Bri, and their cats Gracie and Mav. He has a passion for golf and a strong commitment to giving back to the community. Brian is a past president of the Rotary Club of Miamisburg, the current President of the Miamisburg Merchants Association, and a member of the Board of Girls on The Run Dayton.
With 24 years of experience in the financial services industry, Brian believes that the key to helping clients live their best financial lives is by showing how much he cares. In his view, clients do not care how much you know until they know how much you care.
He currently holds Series 6, 7, and 66 securities registrations and is an Investment Advisor Representative. Brian is licensed to offer Life and Health insurance in Florida, Indiana, Kentucky, Michigan, North Carolina, New York, Ohio, Rhode Island, South Carolina, and Virginia. He is also licensed to offer Life insurance in Arizona and Pennsylvania. His securities licenses are active in Colorado, Washington D.C., Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
Cole McGuire, Partner, Financial Advisor
Cole McGuire is a graduate of Miami University, where he studied Economics and Finance. With two years of experience in the financial services industry, he’s learned that no two people view money the same way. That’s why he takes a personalized approach to every client, crafting financial plans tailored to each individual’s goals, habits, and priorities. In his view, there’s no room for a plug-and-play mindset when it comes to people’s financial futures.
Outside the office, Cole stays active with hobbies like softball, pickleball, golf, fishing, and duck hunting. He also takes pride in giving back to his community. As a board member of the Miamisburg Rotary Foundation, he serves in the role of Sergeant-at-Arms and remains committed to the club’s motto: “Service Above Self.”
He currently holds Series 7, and 66 securities registrations and is an Investment Advisor Representative. Cole is licensed to offer Life and Health insurance in Ohio.
Cameron Willis, Financial Advisor
Cameron is an Associate at Miami Valley Financial Partners where he helps individuals, families and small businesses navigate their financial futures through personalized investment strategies, tax planning and retirement solutions. As he continues to grow in his career, Cameron is focused on serving our clients to ensure they have the tools and guidance needed to achieve their financial goals. He is an Accredited Investment Fiduciary (AIF) and holds his Series 7 and Series 66 licenses.
Before transitioning into financial services, Cameron spent three years playing professional golf and working at the Loxahatchee Club in Jupiter, Florida. Cameron graduated from Wittenberg University where he studied Accounting and Finance. Outside of work he enjoys golfing, spending time with family and friends, and hiking. Cameron is also passionate about giving back to the community and is excited to explore opportunities to get involved and make a meaningful impact wherever he can.
Lisa Patzer, Administrative Assistant
Lisa is originally from Michigan, but a work-related move for her husband brought her family to Ohio in 2003. In her spare time, she enjoys reading, gardening, cooking, visiting her grandson in Bowling Green Ohio, and watching Detroit Red Wings hockey.
Lisa holds a Life and Health license in Ohio. Her primary focus is providing exceptional customer service to both our health and life insurance clients.
