Experience Makes all the difference

Established in 2007, the Muirfield Wealth Partners aggregates more than one hundred and forty years of experience and wisdom in the financial services industry into one synergistic team that delivers practical and creative solutions in combination with highly attentive customer service. We all work together to accomplish highly personalized financial strategies and solutions that are designed to match your goals, needs and expectations to a long-term plan that balances the greatest potential against the most appropriate risk.

William P. Cseplo

Senior Vice President - Wealth Management
Senior Portfolio Manager
614-793-3165

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Bill’s 45 years of experience has taught him that while no two clients are alike, they all share the goals of growing and protecting their wealth. Managing investments for individuals and not-for-profit clients across the county, Bill and his group create highly customized financial plans that drive longterm portfolios based on active and passive strategies. A firm believer in the “Three L’s” of Liquidity, Longevity, and Legacy, Bill seeks to ensure that his clients have the appropriate investment assets to satisfy their immediate needs, provide for a long-lasting retirement, and help achieve their goals of caring for the people and causes that are most important in their lives. Beyond investments, he and his group connect with clients’ estate planning attorneys and accountants to help ensure everyone is working together.

Bill received his B.S. in business administration from The Ohio State University, where he and his wife, Casey, have established the Cseplo Family Endowment to support Dean’s Innovation Funds at the Fisher College of Business. Bill and Casey live in Dublin, Ohio where they are active in the local community. Bill volunteers for Little League baseball and supports the Dublin Foundation and many other local charities. He has been past president of the Dublin Chamber of Commerce and Dublin Youth Athletics, a community recreation and travel sports organization with programs enjoyed by more than 3,300 young people. Today, Bill and Casey divide their time between Dublin, Ohio and Naples, Florida. They enjoy golf, traveling and spending time with their son, Billy, daughter-in-law, Jennifer, and two grandchildren, Jack and Reid.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV


Anthony L. Venetta

Senior Vice President - Wealth Management
Senior Portfolio Manager
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614-793-3199

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Tony’s wealth management experience spans more than two decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer.

Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate, solutions and platforms.

My professional achievements and education
Tony received his Bachelor of Science (B.S.) in business administration finance from The Ohio State University where his interest in the markets began through his involvement with the formation of the Student Investment Management Committee, used by the university’s endowment fund.

  • Series 7, 9, 10, 63, 65 securities licenses
  • Life, health, variable life/annuities licenses
  • UBS Director’s Council Member

Making a difference in my community
Tony has been actively involved with the local youth athletics association and with youth swim programs at the YMCA, USA Swimming, and the Olentangy Liberty High School Swim and Dive Team. Tony and his family are staunch supporters of St. Jude Children’s Research Hospital, The Columbus Zoo, American Cancer Society, Juvenile Diabetes Research Foundation, The Ohio State University, and others.

Outside the office
Tony resides in Powell, OH with his wife, Heather, and their two children. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV


Edward Snyder, CPWA®, CFP®

Senior Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
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614-793-3198

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Ed has over 17 years of experience of delivering financial planning and investment management services to clients. As a Certified Private Wealth Advisor® (CPWA®) professional and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, one of his main responsibilities is heading up the financial planning efforts for the entire group. He believes that wealth management is about more than just helping clients manage their money, it’s about helping them uncover what’s most important in their lives, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy they’ve always imagined.

Experience to guide you forward
Ed’s experience in the critical areas of wealth management assists in developing proper investment management strategies that are aligned to clients’ goals and objectives. His other areas of focus include estate planning strategies, insurance, annuities, portfolio construction, and structured investments. Ed also works closely with the group’s retirement plan clientele by providing executive financial planning services.

Professional achievements and education
Before joining UBS Financial Services Inc., he earned his Bachelor of Arts degree in business administration, majoring in finance and economics from Malone College in Canton, OH. In an effort to expand his education in wealth planning for the benefit of clients, Ed earned his Wealth Advisor designation in 2012. He is also a Senior Portfolio Manager in the Portfolio Management Program for the group.

Making a difference in my community
Ed is actively engaged with various organizations in the Marysville area, including Fairbanks Local Schools Athletics, Marysville Junior Baseball and Softball Association, Marysville Mitts Travel Baseball, and Memorial Hospital.

Outside the office
Ed and his wife, Jody, reside in Marysville, OH with their three children: Max, Abigail, and Sam. He spends most of his time outside of work coaching youth sports, golfing, cooking, and enjoying time with family and friends.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI, WV


Stephanie McCurdy

First Vice President - Wealth Management
Financial Advisor
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614-855-8797

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Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning.  She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments. 

Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution.  She began her long career at The Ohio Company and then joined McDonald Investments in 1994.  In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction.

She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International.

With her free time, Stephanie enjoys golfing, working out and spending time with her family.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV


Nichole L. Kirk

Registered Client Service Associate
614-793-3179

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Nichole began her at career at UBS in 2014 and is a Registered Client Service Associate. She assists in the daily administrative responsibilities of the team and the servicing of client accounts. She is fully licensed with a Series 7, 66 and Ohio life insurance and variable annuities licenses. Nichole grew up in Kenton, Ohio. She attended Central Michigan University where she studied Life Management Education and Mathematics before graduating cum laude from The Ohio State University with a Bachelor of Science degree in Human Ecology. In her spare time, she enjoys playing soccer and sand volleyball, attending Columbus Crew and Ohio State football games, spending time with her family members and volunteering at a local dog rescue and hometown Elks lodge.


Registered States:
FL, GA, MA, NC, OH


Elizabeth M. Rugg

Senior Client Service Associate
614-793-3173

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Elizabeth began her career at UBS in 2018 as a Senior Registered Client Service Associate.   She brings with her 15 years of investment knowledge and experience from her previous firms.  Here at UBS, she is responsible for day to day servicing of client accounts, as well the operational activities.  Elizabeth is fully licensed with her Series 6, 7 and 66. 

Elizabeth graduated from Penn State University with a Bachelor of Science in Marketing  and Management.  She lives in Lewis Center, OH with her husband Nathan, their daughter Penny and two dogs.  In her spare time, Elizabeth likes exploring Columbus and enjoying quality time with family and friends.


Registered States:
CA, FL, OH