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.


Managing Partner &
Senior Wealth Advisor

Jesse is a Senior Wealth Advisor and owner of Vantage Financial. With over 20 years of experience, Jesse is committed to building fact-based, thorough financial plans that are focused on your financial goals, not product sales. He and his wife, Jamie, their three children, Tyler (20), AJ (9), and Julie (7), and their adorable Labradoodle, Dash, reside in Elm Grove. With juggling multiple sports, school activities, and volunteer commitments, life is full of adventure!

Jesse and Jamie are integral members of the Elmbrook Community. They are active contributors to Unity Lutheran Church, Tonawanda Elementary and the Elm Grove Junior Guild. Jamie is a realtor with M3 Realty.

Alma Mater: Dakota Wesleyan


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


Partner and Director
of Financial Planning

Jeremy manages the overall operations for Vantage. He also conducts financial analysis and recommends client investment portfolios according to individual financial goals. Jeremy works closely with all the advisors to prepare and execute financial transactions. He is often your first point of contact to address your questions and needs.

Jeremy and his wife, Connie, reside in Brookfield with their blended family: Dean (20), Allie (19), Jake (18) and Erika (16). Life is busy with four active kids – three have graduated and the youngest is a junior in high school. In his free time, Jeremy enjoys traveling, walking Kave (an energetic Vizsla), and hitting the links as often as he can.

Alma Mater: University of Sioux Falls, South Dakota


Wealth Advisor

Joshua Woodbury is a Wealth Advisor with a passion for financial planning and helping clients achieve their financial goals. He holds a Bachelor of Arts degree in Finance and Financial Planning from UW Whitewater, providing him with a strong foundation in the field. His holistic approach ensures that clients receive personalized strategies that align with their long-term objectives. He excels in optimizing financial resources, managing investments, and crafting tailored financial solutions.

Outside of the financial world, Joshua enjoys spending quality time with his partner Kyle, a commercial pilot and flight instructor who shares his passion for exploration. Together, they embark on exciting journeys to various destinations around Wisconsin. A devoted car enthusiast, Joshua can often be found at car shows, indulging his fascination for all things automotive.

Alma Mater: University of Wisconsin-Whitewater


Wealth Advisor &
Senior Tax Accountant

Amanda Stark is a wealth advisor and senior tax accountant. She has spent the last 5 years in the accounting world. For the past 3.5 years, Amanda worked for one of the “big four” accounting firms serving high net worth individuals and their families closely held businesses. She worked with complex income taxes for individuals and businesses. Amanda’s talents add another perspective to our financial planning strategies by providing a strategic financial plan to grow, protect, wealth transfer, and plan for income taxes for the future years to come.

Amanda and her husband, Tommy, enjoy living in New Berlin with their daughter Mia (1) and 3-yr-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 camping.

Alma Mater: Carroll University


Trader &
Portfolio Analyst

Thomas grew up in Menomonee Falls, Wisconsin and recently graduated with a BBA in Finance from the University of Wisconsin-Whitewater. While studying at UWW, Thomas participated in the Applied Investment Program, a student managed investment fund, where he gained practical experience managing money while interacting with top investment professionals.

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


Director of Operations

Kris manages everything “behind the scenes” and is committed to assisting the advisors to promote an incredible client experience. She works closely with the team to seek opportunities for business growth and to assist with client needs and transactions.

Kris, her husband, Chuck, and son, Thomas (22), reside in Menomonee Falls. Thomas recently graduated from UW-Whitewater and joined the Vantage team full-time. Kris and Chuck enjoy traveling, 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


Director of Marketing
& Client Relations

Sharie manages the daily operations of the office and provides marketing support to Vantage Financial. She is responsible for scheduling Jesse’s clients, ensuring the Elm Grove office is running smoothly, and coordinating client events and community engagement. Sharie is passionate about creating a professional, inviting office environment and providing high-level service to our clients.

She and her husband, Grant, have resided in Elm Grove for 22 years and have three children: Beth (20), Eric (23) and Alex (25). When Sharie is not in the office, she can be found traveling to the east coast to cheer on her youngest daughter who plays college hockey. A recent empty nester, she and her husband are enjoying more time for travel, hiking, cooking, and attending the theater. Sharie is an active member of the Elm Grove Woman’s Club, Elm Grove Business Association, and Friends of Elm Grove Library.

Alma Mater: Northwestern University, University of Pennsylvania, UPENN



Ben Irons is a recent graduate of Kent State University where he majored in Sports Business and minored in Marketing. Born and raised in Youngstown Ohio, he is excited to move away from home to set up roots in Milwaukee, WI. He is looking forward to meeting new people and to experiencing what the Milwaukee area has to offer as he joins the Elm Grove team to learn the ins and outs of the financial planning business. Ben is not new to the finance world; he comes from a family of respected financial advisors and has always been drawn to the industry. Ben enjoys connecting with people and solving problems. He recently started preparing for the Series 65 license as he begins his journey of becoming a financial advisor.

A die-hard Buckeye and Cleveland fan, Ben can be found watching and participating in sporting events in his free time.

Alma Mater: Kent State University

Planning for your future financial security starts now.