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
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
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
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
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
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
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
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
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
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
Meet the Team
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
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
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
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
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
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
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
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
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
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.