Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Vantage Wealth Advisors
Team photo for Vantage Wealth Advisors

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Our advisors

Advisor photo for Brian Boswell

Brian Boswell

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Boswell Visit Brian Boswell's website
Advisor photo for Angela Smith

Angela Smith

Financial Advisor

Operations Manager
Learn more about Angela Smith Visit Angela Smith's website


Our team

Allison Bennett

Allison Bennett

Client Service Specialist,

Financial Planning Specialist
Teresa Freeman

Teresa Freeman

Operations Manager,

Client Service Specialist