The Team

Vantage Wealth Advisors

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Keith Kirk

Keith Kirk

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0K21797 AR License #833797

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Angela Smith

Angela Smith

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
AR License #7741549

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Chris Murray

Chris Murray

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

BA, Managerial Finance, University of Mississippi, Oxford, MS, BA, Marketing, University of Mississippi, Oxford, MS

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Our Staff

Elissa Mars

Elissa Mars

Client Service Specialist

Allison Bennett

Allison Bennett

Financial Planning Specialist

Teresa Freeman

Teresa Freeman

Office Manager