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"I like being challenged at all times, in everything I do. I revel in taking on a task and completing it well."
Michael, who has an MBA from Keller Graduate School of Business, specializes in investment management and the use of covered calls on stock portfolios. In lasting client relationships, he helps executives optimize the potential of their portfolios, and meet financial challenges with insight and specific solutions.
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"I also coach my children’s sports teams. This enables me to be with them more and watch them grow in both the game and the emotions that go with it."
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"I did not choose financial planning.
Financial planning chose me."
Terry’s always sought to achieve, and to surpass expectations. Before becoming a
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"There’s great purpose in this work, and great value for executives - my clients want an advisor who will see what they see, who will help them realize a specific, active vision of retirement."
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After working for 24 years as a tax attorney, Sam decided to follow his first love, financial planning, and joined Vantage in 2004. Sam brings the perspective of the corporate executive to assist other executives pursuing the path toward financial security. Rising to Associate General Tax Counsel of Amoco Corporation and the Director of Taxes for BP Chemicals North America, Sam understands corporate compensation and benefit plans and how to integrate them into the client’s overall financial plan. He also grasps the special circumstances of the expatriate executive having lived in London for
Sam has a business degree from the University of Michigan, a law degree from Wayne State University (cum laude), and has successfully completed the CPA examination (inactive status). In addition, he was recently awarded the CERTIFIED FINANCIAL PLANNER (CFP) designation. He is a member of the Illinois Bar Association, and the Financial Planning Association (FPA).
In his free time Sam is involved with his church’s financial stewardship ministry which focuses on helping people budget and gain financial freedom. He also mentors a refugee family. When time permits he enjoys sports, adventure travel, and fishing.
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Tom has a passion for helping others reach their financial goals. He joined Vantage in 1991. As a relationship manager, Tom coordinates the planning, management, analysis, research and review of all services for the client and his/her family. He also works closely with all the Relationship Managers to provide education planning and insurance services to Vantage clients.
Tom was awarded the designation of Certified Financial Planner (CFP) in 1993. Tom is an investment advisor Representative with Vantage Financial Partners and is also licensed to sell life, disability and long term care insurance in the state of Illinois. Tom earned a Bachelor’s degree in accounting from Indiana University and worked as a Senior Auditor for Deloitte and Touche before joining Vantage.
Tom and his wife, Rachel, live in East Dundee with their four children. Tom and Rachel have accomplished one of their financial goals - for Rachel to be a stay-at-home mom. Tom is active in the Good Sense ministry at Willow Creek Church and is a member of the Financial Planning Association (FPA). In his free time, Tom enjoys biking, basketball, cross country skiing and golf.
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After 11 years of retail banking and financial experience, Sam joined Vantage in 2002 as a Financial Planning Analyst whose responsibilities include client support, data preparation and analysis. "I love the way financial planning puts all the pieces of the financial puzzle together for clients". "Our team approach at Vantage assures that our number one objective of servicing clients is always on the mark".
Sam is an LPL registered representative licensed for securities and insurance with the appropriate agencies. He earned his Bachelor’s in Business Management from Northeastern Illinois in 1994 and his Certified Financial Planner (CFP) designation in 2005.
During his time away from Vantage, Sam is involved in managing rental properties he currently owns with two childhood friends. He enjoys playing Basketball on a regular basis and golf when Chicago weather permits. He also loves traveling to new places at least once a year with friends.
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Nikhil began to study investments and the stock market as a hobby, early in his professional life. After many years of "tinkering" in the field, Nikhil decided to turn his hobby into a career. In June of 2004, he graduated Summa Cum Laude, with a Master of Science degree in Financial Markets from the Illinois Institute of Technology. He also holds the coveted CFA (Chartered Financial Analyst) charter, which he earned in 2006. Nikhil is an Investment Advisor Representative and Registered Representative with Linsco/Private Ledger. He believes that small firms like Vantage provide the opportunity to make a difference in the lives of others by providing them personalized attention.
Before joining Vantage in May 2004, Nikhil worked as an Information Technology support specialist for various firms in the US. Prior to his move to the United States in 1995, he was a design engineer for the Indian Space Research Organization in India. Nikhil is also a member of the CFA Society of Chicago. In his spare time, he enjoys reading, participating in community events, watching movies and spending time with friends.
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A Dean’s List graduate of the University of Illinois, Urbana-Champaign, Elizabeth brought an assortment of skills to Vantage when she joined in 2001. Her job experiences during her educational career have provided experience in management, technology, organization, customer relations, and much more. Elizabeth’s position at Vantage has put all those skills and past experiences to use as she manages the internal operations of the firm, from computers to Human Resources to office supplies. Her extra-curricular studies in Financial Planning while in college have given her an edge in her position here at Vantage. Elizabeth enjoys the unique opportunity to exercise her wide array of interests & talents in an encouraging atmosphere.
Awarded a Bachelor of Arts Degree in Flute Performance, Elizabeth continues to perform in regional ensembles. She & her husband Marc enjoy home improvement projects, raising their Labrador Retriever, and traveling to their Alma Mater to attend sporting events.
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Neil joined Vantage in 2005 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. He loves the financial planning industry because it “involves a special relationship between the client and the financial planner, unique to only a few professions.”
In addition to his classroom education in Madison, Neil was involved in a student organization aimed to provide budget, credit and tax advice to low-income households throughout the Madison community. His internship with a financial planning firm during his college career also enabled him to get a first-hand understanding of the industry.
In his spare time, Neil likes to watch and play all types of sports, especially baseball and golf in the summer. He also enjoys reading, traveling as often as he can, and spending time with friends.
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Kim brings to Vantage an extensive background in the field of business. Her administrative experience evolved from her work as owner, partner and director within many enterprises including computer service, real estate appraisal, television production, civil engineering and construction. Her diverse knowledge and experience have worked together to strengthen her belief in the importance of excellent client service which is what drew her to join the team at Vantage.
Kim’s entrepreneurial spirit brings a strong sense of ownership to her position. Her knowledge includes many avenues of business focusing on the administrator role. “Working within the heart of a company allows me to support and encourage my team as well as our clients.”
Kim enjoys time with her two children and likes to connect with her family and friends as often as possible. She has served in several ministries at her church and is currently taking a hiatus in ministry to attend college. When time allows, she enjoys working on projects at home and is an avid reader.
9 North Vail Avenue, Arlington Heights, IL 60005
PHONE: 847-590-9191 FAX: 847-590-9009 E-MAIL info@vantagefinancial.com
Securities offered through Linsco/Private Ledger (LPL), a registered investment advisor.
Member NASD/SIPC.