Our multigenerational team of wealth advisors spans decades and provides you and your family with deep knowledge, diverse experiences and unique insights.
Vantage Financial was founded in 1989 and has over 175 years of collective experience. Our talented team includes 5 CFP®s, 2 CFA®s, 1 IACCP®, 1 ChFC® and 1 MBA. Our relational approach, teamwork and collaboration allows us to connect to clients and partners in a deep and personal way. Our vision is to commit to our strengths, to acknowledge our weaknesses, and to authentically engage with each other so that you receive the best we have to offer.
Continuing professional and personal development is a life-long commitment for our knowledgeable professionals.
In order to continually improve and build on our wealth of knowledge, we believe it's important for each team member to focus on their professional and personal development. The firm's commitment to professional development helps team members maintain and enhance the skills they need to deliver the highest level of professional service and advice to clients.
We encourage all team members to pursue professional development activities by making time and resources available to enhance their job skills. Team members also look beyond their professions and often pursue developmental activities that are not job-related yet can help them grow as a person.
Five (5) of our team members have earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification: Michael Rohrwasser, Tom Vislisel, Jay Kulikowski, Tom Rueger and Jon Flaherty. To earn the CFP®, our professionals completed an exam consisting of 170 multiple-choice questions over the course of two 3-hour sessions.
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Dan Zalipski and Scott Rosenquist hold the CFA® designation. Among the credentials that financial professionals hold, none are more highly regarded than the Chartered Financial Analyst® designation. The CFA charterholder embodies the following core tenets: Ethics: Every CFA® charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of professional conduct. Knowledge and Experience: Every CFA® charterholder has a least four years of industry experience and has passed 18 hours of rigorous examinations on subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards. Global Investment Knowledge: The CFA® has become a globally-relevant professional investment credential. Recognition: The program's professional standards has made the CFA® one of the highest distinctions and reserved for a select group of rigorously-trained professionals.
Joe Fortunato has earned his Chartered Financial Consultant (ChFC®) designation. A Chartered Financial Consultant is a professional designation representing the completion of comprehensive coursework, examinations and practical experience on advanced financial topics such as estate planning and employee benefits planning.
Kim Taylor has earned the IACCP® (Investment Adviser Certified Compliance Professional Program) designation. The certification acknowledges the heightened role of compliance and responds to growing industry demands for advanced compliance education and nationally-recognized professional standards.
Tom Rueger is doctor of jurisprudence. He completed three years of law school and has passed the bar exam to practice law.