Vantage Point Financial Planning

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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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

Financial Advisor

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

Evan Roberts

Financial Advisor

Visit Evan Roberts's website
Advisor photo for Lori Miller

Lori Miller

Financial Advisor

Visit Lori Miller's website
Advisor photo for Bryce Hodge

Bryce Hodge

Financial Advisor

Visit Bryce Hodge's website


Team

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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Zachary Hacker

Zachary Hacker

Intern

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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