Team

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 6 CFPs®, 2 CFAs®, 2 MBAs, 1 IACCP®, 1 ChFC®, 1 CRPC®, and 1 CKA® . 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.


Professional Development

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.


Credentials

CFP®

Six (6) of our team members have earned the CERTIFIED FINANCIAL PLANNER, or CFP® professional certification: Michael Rohrwasser, Tom Vislisel, Jay Kulikowski, Tom Rueger, Jon Flaherty and Joe Fortunato. 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.

CFA®

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.

ChFC®

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.

CRPC®

Ryan Boyle has earned his Chartered Retirement Planning Counselor (CRPC®) designation. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations.

IACCP®

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.

J.D.

Tom Rueger is doctor of jurisprudence. He completed three years of law school and has passed the bar exam to practice law.

CKA®

Tom Vislisel has earned the Certified Kingdom Advisor® designation. This certification allows advisors to confidently integrate technical expertise and biblically wise counsel in a financial advising role. To obtain and maintain the CKA® designation, one must have certain approved degrees or certifications-such as the CPA or CFP® or 10 years of experience in their designated field.

MBA

Michael Rohrwasser and Shelley Lein have both earned their MBA. A Master of Business Administration (MBA) is a graduate degree focusing on business administration and investment management.