Our multigenerational team of wealth advisors spans decades and provides you and your family with deep knowledge, diverse experiences and unique insights.
In Czechoslovakian, Vislisel means to listen 'like a priest listens to a confession'. I love to listen to people; it is what I enjoy most about working as a wealth advisor. By providing a listening ear, I allow you to share your stories while I learn about your unique experiences, your family and passions. This background information is critical when putting together the planning strategies to help you achieve your goals and live a better financial life.
My favorite book to read is the Bible because I believe it provides the best wisdom to live by. That's why it is incredibly rewarding for me to help you incorporate biblical wisdom into your financial planning. Listening as you share your goals is a privilege and a confidence I respect. In my role at Vantage, I lead in the preparation of financial plans and stand alongside you as the plan is put into place. I enjoy hearing your success stories and embrace learning opportunities to contribute my own knowledge and wisdom along the way.
I am a lover of the outdoors and enjoy bicycling and hiking. My wife, Rachel, and I have six wonderful children and one beautiful granddaughter. We have been married for over 27 years and volunteer as marriage mentors.
- Wealth Advisor - with Vantage since 1991
Areas of Focus
- Financial planning, financial coaching, retirement planning, investment management, client relations, marketing
Business Experience, Designations & Education
- Senior Auditor
- CERTIFIED FINANCIAL PLANNER™ professional, CFP Board
- Certified Kingdom Advisor™
- B.S. Accounting, Indiana University