Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Awards & recognition

  • Vantage Point Financial Planning, Forbes Best-in-State Wealth Management Teams, 2024
  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2023

Community participation

2018 Ameriprise Community Impact Award Winner Phillips Jones Wealth Management
2018 Ameriprise Community Impact Award Winner Phillips Jones Wealth Management

Phillips Jones Wealth Management received the 2018 Ameriprise Community Impact Award for our team’s volunteerism with the Scott County Imagination Library program and ongoing commitment to giving back.

Phillips Jones Wealth Management was selected because of their ongoing commitment to this project both financially and administratively by donating money and time each year to send books to eligible children from birth to age 5.

In recognition, Ameriprise awarded $2,500 to the Scott County Imagination Library program.

Strengthening our communities is an important part of the Ameriprise culture and values.

Honored to receive recognition

All of us at Vantage Point Financial Planning are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Vantage Point Financial Planning team and the great experience we work so hard to provide for our clients every day.

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