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
With juggling multiple sports, school activities, home projects, and volunteer commitments, life is full of adventure! Jesse and Jamie are integral members of the Elmbrook Community. They are active contributors to the Unity Lutheran Church, the Hope Center, and the Elm Grove Junior Guild.
Jamie is a realtor with M3 Realty and member of FOEGL and the American Legion Post 449.
Alma Mater: Dakota Wesleyan
Andy and his wife Katie reside in Elm Grove with their son Ollie (2) and golden retriever Riggins (5). They are active members of the community and Elmbrook church, and supporters of their alma mater (Concordia University). In their free time, the Meyers enjoy traveling, hiking, biking, playing golf and spending time on the water.
Alma Mater: Concordia University
Jeremy and his wife, Connie, reside in Brookfield with their blended family: Dean (19), Allie (18), Jake (17) and Erika (15). Life is busy with four active teenagers – two who have graduated and two who are still in high school. The youngest one is just starting to drive! In his free time, Jeremy enjoys traveling and hitting the links as often as he can.
Alma Mater: University of Sioux Falls, South Dakota
Kris, her husband, Chuck, and son, Thomas (21), reside in Menomonee Falls. Thomas recently graduated from UW-Whitewater and joined the Vantage team full-time. Kris and Chuck enjoy rooting for the Warhawks, rediscovering movies, and visiting wineries and local microbreweries. Kris is the Vice-President on the Board of Directors for The Northwest Lutheran School Association in Milwaukee.
Alma Mater: University of Wisconsin, Milwaukee
Amanda and her husband Tommy welcomed their first child in 2022 (daughter Mia) and enjoy living in New Berlin with their 2-year-old golden retriever. You will often find them spending time with their large families and doing house projects. They also enjoy traveling, attending concerts, and working out.
Alma Mater: Carroll University
Josh resides in Mount Pleasant with his partner, and private pilot, Kyle. In his free time, Josh spends time flying with Kyle to various destinations around Wisconsin and the surrounding states. He also enjoys playing video games and attending car shows when they are in season.
Alma Mater: University of Wisconsin-Whitewater
During his 2022 summer internship at Vantage, Thomas gained more insight into investment strategies, structuring portfolios, and financial research. He is excited to join the team and work with Jeremy and Josh on trading and portfolio management to make informed investment decisions aimed at meeting clients’ needs.
In his free time, Thomas golfs, plays in a men’s softball league, and enjoys watching sports, especially his hometown favorites.
Alma Mater: University of Wisconsin-Whitewater
When Sharie is not in the office, she can be found traveling across the country to cheer on her son and youngest daughter who play college hockey on the east coast. A recent empty nester, she and her husband are enjoying more time for travel, hiking, cooking, and attending the theater. She is an active member of the Elm Grove Woman’s Club and FOEGL.
Alma Mater: Northwestern University, University of Pennsylvania, UPENN
Meet the Team
With juggling multiple sports, school activities, home projects, and volunteer commitments, life is full of adventure! Jesse and Jamie are integral members of the Elmbrook Community. They are active contributors to the Unity Lutheran Church, the Hope Center, and the Elm Grove Junior Guild.
Jamie is a realtor with M3 Realty and member of FOEGL and the American Legion Post 449.
Alma Mater: Dakota Wesleyan
Andy and his wife Katie reside in Elm Grove with their son Ollie (2) and golden retriever Riggins (5). They are active members of the community and Elmbrook church, and supporters of their alma mater (Concordia University). In their free time, the Meyers enjoy traveling, hiking, biking, playing golf and spending time on the water.
Alma Mater: Concordia University
Jeremy and his wife, Connie, reside in Brookfield with their blended family: Dean (19), Allie (18), Jake (17) and Erika (15). Life is busy with four active teenagers – two who have graduated and two who are still in high school. The youngest one is just starting to drive! In his free time, Jeremy enjoys traveling and hitting the links as often as he can.
Alma Mater: University of Sioux Falls, South Dakota
Kris, her husband, Chuck, and son, Thomas (21), reside in Menomonee Falls. Thomas recently graduated from UW-Whitewater and joined the Vantage team full-time. Kris and Chuck enjoy rooting for the Warhawks, rediscovering movies, and visiting wineries and local microbreweries. Kris is the Vice-President on the Board of Directors for The Northwest Lutheran School Association in Milwaukee.
Alma Mater: University of Wisconsin, Milwaukee
Amanda and her husband Tommy welcomed their first child in 2022 (daughter Mia) and enjoy living in New Berlin with their 2-year-old golden retriever. You will often find them spending time with their large families and doing house projects. They also enjoy traveling, attending concerts, and working out.
Alma Mater: Carroll University
Josh resides in Mount Pleasant with his partner, and private pilot, Kyle. In his free time, Josh spends time flying with Kyle to various destinations around Wisconsin and the surrounding states. He also enjoys playing video games and attending car shows when they are in season.
Alma Mater: University of Wisconsin-Whitewater
During his 2022 summer internship at Vantage, Thomas gained more insight into investment strategies, structuring portfolios, and financial research. He is excited to join the team and work with Jeremy and Josh on trading and portfolio management to make informed investment decisions aimed at meeting clients’ needs.
In his free time, Thomas golfs, plays in a men’s softball league, and enjoys watching sports, especially his hometown favorites.
Alma Mater: University of Wisconsin-Whitewater
When Sharie is not in the office, she can be found traveling across the country to cheer on her son and youngest daughter who play college hockey on the east coast. A recent empty nester, she and her husband are enjoying more time for travel, hiking, cooking, and attending the theater. She is an active member of the Elm Grove Woman’s Club and FOEGL.
Alma Mater: Northwestern University, University of Pennsylvania, UPENN
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.