Vantage Point Financial Planning: An Ameriprise private wealth advisory practice serving the Knoxville, TN area.
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We're proud to be financial advisors and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We're happy to meet for a complimentary initial consultation whenever it’s convenient for you.

Learn more about how to get started

In partnership with United Cumberland Bank

As Ameriprise financial advisors, one of our missions is to support local institutions and businesses in our community. This is why we’re part of the alliance between Ameriprise Financial Services, LLC and United Cumberland Bank.

Through their investment services program, we’re able to collaborate with United Cumberland Bank to offer investments and financial planning services to their clients. It’s another way for us to help more individuals and families achieve financial wellness.

Ameriprise Financial and the financial institution are not affiliated.

Our videos

12 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)