Vantage Point Financial Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Justin Wilson, Financial Advisor serving the Oneida, TN area - Ameriprise Advisors

Justin Wilson

CFP®

Financial Advisor

Visit Justin Wilson's website
Chad Clark, Financial Advisor serving the Oneida, TN area - Ameriprise Advisors

Chad Clark

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Chad Clark's website
Phillip Jones, Private Wealth Advisor serving the Oneida, TN area - Ameriprise Advisors

Phillip Jones

CFP®, APMA, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Phillip Jones's website
Steven Allen Phillips, Private Wealth Advisor serving the Oneida, TN area - Ameriprise Advisors

Steven Allen Phillips

CFP®, MBA, CLU®, AEP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Allen Phillips's website
Evan Roberts, Financial Advisor serving the Oneida, TN area - Ameriprise Advisors

Evan Roberts

Financial Advisor

Visit Evan Roberts's website

Team

Zena Owens

Zena Owens

Client Concierge

Brandon Ryon

Brandon Ryon

Client Relationship Manager

Jackie Valentine

Jackie Valentine

Operations Director

Qualifications

  • MBA
View more
Lori Phillips-Jones

Lori Phillips-Jones

Marketing Consultant

Lori Miller

Lori Miller

Financial Planning Specialist

Roles & Responsibilities

  • Lori works with advisors to create and maintain accurate individualized financial planning goals for our clients.
View more