Vantage Point Financial Planning

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Vantage Point Financial Planning
Team photo for Vantage Point Financial Planning

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Advisors

Advisor photo for Phillip Jones

Phillip Jones

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Phillip Jones's website
Advisor photo for Justin Wilson

Justin Wilson

CFP®, APMA®, CRPC

Financial Advisor

Visit Justin Wilson's website
Advisor photo for Chad Clark

Chad Clark

CRPC, APMA®, CPWA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Chad Clark's website
Advisor photo for Evan Roberts

Evan Roberts

CFP®

Financial Advisor

Visit Evan Roberts's website
Advisor photo for Zachary Hacker

Zachary Hacker

Financial Advisor

Visit Zachary Hacker's website


Team

Zena Owens

Zena Owens

Client Concierge

Roles & Responsibilities

  • Zena is in charge of first impressions at the Oneida office. Her voice is also the first one you may hear when calling our office.
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Brandon Ryon

Brandon Ryon

Client Service Manager

Roles & Responsibilities

  • Brandon heads up the client service team at our firm. She handles scheduling appointments and assists with client events.
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Jackie Valentine

Jackie Valentine

Operations Director

Roles & Responsibilities

  • Jackie takes care of all document processing and business tracking. Her specialized M.B.A. degree assists with client service and complex issues.
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Tawni Martin

Tawni Martin

Client Service Coordinator

Roles & Responsibilities

  • Tawni sets a welcoming tone in our Knoxville office. She also serves our clients by answering calls, scheduling appointments, and keeping communication flowing smoothly.
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Tina Ringness

Tina Ringness

Client Service Coordinator

Roles & Responsibilities

  • Tina is a welcome face you may see in our Oneida office. She also serves our clients by answering calls, scheduling appointments, and performing many back-office functions.
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