WHO WE ARE
You need a partner,
not just a financial planner.
That’s what makes us different.
We build relationships. We walk alongside you. We offer expertise and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.
Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.
Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.
You need a partner,
not just a financial planner.
That’s what makes us different.
We build relationships. We walk alongside you. We offer expertise and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.
Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.
Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.
Meet the Team
Chris juggles a busy family life being a father to son, Colin (15), and daughters, Kendall (12), and Elliott (7), who keep him very active with various sports and school activities. When away from the office, you will find Chris cheering on Colin and Kendall at their soccer games and supporting Elliot at gymnastics. Chris enjoys golfing with clients, working out, and mountain biking is a new hobby he is learning to love.
Alma Mater: Ohio University
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 with his significant other, Julia, 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
Melanie regularly volunteers with Junior Achievement of Central Ohio within both the classroom and BizTown. Previously, she was with Cardinal Health for 15 years where she spent 10 years as a Pricing and Contracts Supervisor.
When Melanie is not in the office, she enjoys spending time with her husband, Daryl, and son, Brady (14), rooting for the Buckeyes and the Browns (it’s tough), and taking hikes in the Metro Parks. Her older son, Jesse (28), now resides in Manhattan, so visits to NY are always exciting and entertaining. Their family enjoys taking cruises, fishing, hiking, and attending church. Melanie is determined to learn how to knit in 2023 and to read more often.
Melanie is originally from Columbus, Ohio and graduated from Hilliard Davidson.
Outside of work, Rachel enjoys playing tabletop games with her fiancé, John, who she met at a board game convention. She also enjoys hiking, cooking, PC games, gardening, and time with her King Charles Cavalier, Voxi. Additionally, Rachel owns and manages several rental properties with her fiancé.
Meet the Team
Chris juggles a busy family life being a father to son, Colin (15), and daughters, Kendall (12), and Elliott (7), who keep him very active with various sports and school activities. When away from the office, you will find Chris cheering on Colin and Kendall at their soccer games and supporting Elliot at gymnastics. Chris enjoys golfing with clients, working out, and mountain biking is a new hobby he is learning to love.
Alma Mater: Ohio University?
Jarrod has earned his CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Chartered Retirement Plans Specialist®, and IRS Enrolled Agent (EA) certifications.
Outside of work, Jarrod enjoys traveling with his significant other, Julia, 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
Melanie regularly volunteers with Junior Achievement of Central Ohio within both the classroom and BizTown. Previously, she was with Cardinal Health for 15 years where she spent 10 years as a Pricing and Contracts Supervisor.
When Melanie is not in the office, she enjoys spending time with her husband, Daryl, and son, Brady (14), rooting for the Buckeyes and the Browns (it’s tough), and taking hikes in the Metro Parks. Her older son, Jesse (28), now resides in Manhattan, so visits to NY are always exciting and entertaining. Their family enjoys taking cruises, fishing, hiking, and attending church. Melanie is determined to learn how to knit in 2023 and to read more often.
Melanie is originally from Columbus, Ohio and graduated from Hilliard Davidson.
Outside of work, Rachel enjoys playing tabletop games with her fiancé, John, who she met at a board game convention. She also enjoys hiking, cooking, PC games, gardening, and time with her King Charles Cavalier, Voxi. Additionally, Rachel owns and manages several rental properties with her fiancé.
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.
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.
IT ALL STARTS WITH
A SIMPLE CONVERSATION.
We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.
IT ALL STARTS WITH
A SIMPLE CONVERSATION.
We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note. We’ll get back to you as soon as possible.