Vantage Point Financial Planning

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we 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

Phillip Jones

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Phillip Jones's website

Justin Wilson

CFP®, APMA

Financial Advisor

Visit Justin Wilson's website

Chad Clark

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Chad Clark's website

Evan Roberts

CFP®

Financial Advisor

Visit Evan Roberts's website

Lori Miller

Financial Advisor

Visit Lori Miller's website

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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