WHO WE ARE

Planning for your future financial security starts now.

Let’s work together.

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

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy joined the team eight years ago after graduating from Concordia University of Wisconsin where he received degrees in both Finance and Marketing. Developing and maintaining rock-solid relationships with his clients is Andy’s top priority. He and his wife, Katie, met in college and now reside in Elm Grove. On the weekends, you can find the two of them exploring southeastern Wisconsin with their young golden retriever, Riggins. Andy is an active member of the community serving on boards for Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate) and the HOPE Network (supporting single mothers of southeastern Wisconsin) in addition to being a member of the Elmbrook Rotary.

Alma Mater: Concordia University

JESSIE APPLING
JESSIE APPLINGAdvisor and Planning Strategist
Jessie graduated from The University of Cincinnati in 2012, with a BA in Pre-law and is currently obtaining her MBA at Northern Kentucky University. Jessie is excited for the opportunity to work more closely with clients in a more personalized setting. Future goals include moving to an advisory role. When away from the office Jessie looks forward to spending time with her dog, Sadie, her nieces and nephew. She also coaches dance part time at Revere Dance Studio to dancers of all ages and special abilities including autism, down syndrome, and spina bifida.

Alma Mater: University of Cincinnati

COURTNEY MAUPIN
COURTNEY MAUPINClient Service Specialist
Courtney enjoys working with our clients to assist with scheduling and address their questions and service needs. She grew up in the small town of Williamsburg, Ohio and graduated in 2016. For the past five years, Courtney has been working in customer service. In her free time, she enjoys traveling, exploring the outdoors with her boyfriend, playing volleyball and camping with her family.

Meet the Team

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy joined the team eight years ago after graduating from Concordia University of Wisconsin where he received degrees in both Finance and Marketing. Developing and maintaining rock-solid relationships with his clients is Andy’s top priority. He and his wife, Katie, met in college and now reside in Elm Grove. On the weekends, you can find the two of them exploring southeastern Wisconsin with their young golden retriever, Riggins. Andy is an active member of the community serving on boards for Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate) and the HOPE Network (supporting single mothers of southeastern Wisconsin) in addition to being a member of the Elmbrook Rotary.

Alma Mater: Concordia University

JESSIE APPLING
JESSIE APPLINGAdvisor and Planning Strategist
Jessie graduated from The University of Cincinnati in 2012, with a BA in Pre-law and is currently obtaining her MBA at Northern Kentucky University. Jessie is excited for the opportunity to work more closely with clients in a more personalized setting. Future goals include moving to an advisory role. When away from the office Jessie looks forward to spending time with her dog, Sadie, her nieces and nephew. She also coaches dance part time at Revere Dance Studio to dancers of all ages and special abilities including autism, down syndrome, and spina bifida.

Alma Mater: University of Cincinnati

COURTNEY MAUPIN
COURTNEY MAUPINClient Service Specialist
Courtney enjoys working with our clients to assist with scheduling and address their questions and service needs. She grew up in the small town of Williamsburg, Ohio and graduated in 2016. For the past five years, Courtney has been working in customer service. In her free time, she enjoys traveling, exploring the outdoors with her boyfriend, playing volleyball and camping with her family.

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.

    FIRST NAME *
    LAST NAME *
    EMAIL ADDRESS *
    PHONE NUMBER

    I prefer to be contacted by (please check):EmailPhone

    What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

    400

    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.

      FIRST NAME *
      LAST NAME *
      EMAIL ADDRESS *
      PHONE NUMBER

      I prefer to be contacted by (please check):EmailPhone

      What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

      400