CINCINNATI TEAM

You need a partner,
not just a financial planner.

That’s what makes us different.

At Vantage Financial, we get to know you and your family, your background, goals, and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

You need a partner,
not just a financial planner.

That’s what makes us different.

At Vantage Financial, we get to know you and your family, your background, goals, and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

ANDY MEYER

Partner &
Senior Wealth Advisor

Andy is a Senior Wealth Advisor and owner of Vantage Financial. He has spent the last twelve years working with families and small business owners on their unique financial planning strategies. Andy genuinely enjoys the process of helping people strategize, chase milestones, and navigate all aspects of their financial journey. Creating value while protecting the client’s time to focus on what matters most is a top priority for Andy and his team. “I want to help people take control of their time by proactively and aggressively planning for the future while hopefully having the time to enjoy the present.”

Andy and his wife Katie reside in Elm Grove with their son Ollie (3) and golden retriever Riggins (6). They are expecting their second child, a little girl, in December 2023. In their free time, the Meyers enjoy traveling, hiking, biking, playing golf and spending time on the water. Andy and Katie are active members of the community and Elmbrook church, and supporters of their alma mater.

Alma Mater: Concordia University

MICHAEL FRANKS

Senior Wealth Advisor

Michael Franks is a Senior Wealth Advisor with over 8 years of experience. Previously, Michael served for over 9 years as an infantryman in the U.S. Army with two combat tours to Iraq and Afghanistan. He currently serves in the Army Reserves and as a member of the MFH (Military Funeral Honors) team and volunteers for hospice support to veterans. Michael is passionate about helping clients pursue the most excellent versions of themselves and understands building a sound financial plan is a valuable tool in that process. He believes that saving for an uncertain future should be tempered with enjoying experiences and living the time you have now.

Michael is married to his wife Emily (16 years) and has three children (Caden 15, Ryanne 11, Piper 6). The Franks family is active at “The Gathering” church (founding member) and their children’s school, Mars Hill Academy, where Emily serves as the Athletic Director. In his free time, Michael is an assistant soccer coach at Mars Hill and lifts weights.

Michael is currently working on his CFP certification and completing his MS in Financial Planning at Liberty University.

Alma Mater: Excelsior College

KONSTANTINOS GEORGOSTATHIS, CFP®, CRPS®, CFS®

Wealth Advisor

Konstantinos “Gus” Georgostathis has worked in the financial services industry for 25+ years. He has spent time on both the institutional and personal client side and is excited to join the Loveland team.

He has earned his Certified Financial Planner (CFP) designation and is currently working on his IRS Enrolled Agent (EA) designation with a focus on tax preparation.

For over twenty years, Gus has lived in the Mason area. He is a life-long tennis player and father to George (16) and Maria (12). Gus enjoys supporting his son, George, who is currently on the varsity tennis team at CHCA (Cincinnati Christian Hills Academy) and varsity football team and his daughter, Maria, who plays soccer and the violin. Gus is a member of the Greek Orthodox Church in Finneytown and a volunteer for Matthews Ministries 25 in Blue Ash. A fun fact about Gus: he can speak Greek.

Alma Mater: University of Florida
MBA, Xavier University

JARROD HART, CFP®,
ChFC®, CRPS®

Wealth & Tax Advisor

Jarrod is a Wealth Advisor with 5 years of experience helping clients with holistic financial planning and advising on corporate retirement plans. Jarrod focuses on developing strong client relationships by delivering comprehensive financial planning, tax preparation, and investment advisory services tailored to clients’ circumstances to help integrate and maximize their finances.

Jarrod has earned his Certified Financial Planner®, Chartered Financial Consultant®, Chartered Retirement Plans Specialist®, and IRS Enrolled Agent (EA) certifications.

Outside of work, Jarrod enjoys traveling and spending time with his niece, Roxy. In his free time, Jarrod officiates OHSAA High School basketball, plays golf, and competes in triathlons. Jarrod lives in Cincinnati and spends time between our Loveland and Columbus offices.

Alma Mater: University of Cincinnati

SAMANTHA BURRIS

Client Service Specialist

Samantha graduated from Miami University in 2017 with a BS in Business Management and Leadership. Samantha enjoys working with our clients to assist with scheduling for Andy and Michael. She also assists clients with their questions and service needs. Samantha and her husband, Brandon, have been married since 2020 and they are parents to two beautiful children, Mason and Kendall.

When she isn’t at the office helping the team, Samantha enjoys spending time with family, boating, watching movies, and crafting.

Alma Mater: Miami University

Planning for your future financial security starts now.

Let’s work together.