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 is a Senior Wealth Advisor and owner of Vantage Financial. He has spent the last eleven years working with families and small business owners on their unique financial planning strategies. Andy genuinely enjoys helping people strategize, chase milestones, and navigate all aspects of their financial journey. His goal is to help clients improve their financial situation, increase confidence, and ultimately achieve their goals. Creating value while protecting their time to focus on what matters most is a top priority for Andy and his team.

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).

With roots in Minnesota and the Upper Peninsula, the Meyers stay connected with family and friends. In their free time, they enjoy traveling, hiking, biking, playing golf and spending time on the water.

Alma Mater: Concordia University

MICHAEL FRANKS
MICHAEL FRANKSSenior Wealth Advisor
Michael Franks is a Senior Wealth Advisor coming to us from Edward Jones where he had been helping clients for the last 6+ years. Previously, Michael served over 9 years as an infantryman in the U.S. Army with two combat tours to Iraq and Afghanistan and currently serves in the Army Reserves. Michael is passionate about helping clients pursue the most excellent versions of themselves and understands building a sound financial plan is a valuable tool in that process. He believes that saving for an uncertain future should be tempered with enjoying experiences and living the time you have now.

Michael is married to his wife Emily (16 years) and has three children (Caden 14, Ryanne 10, Piper 5). The Franks family is active at “The Gathering” church (founding member) and their children’s school, Mars Hill Academy, where Emily serves as the Athletic Director. In his free time, Michael is an assistant soccer coach at Mars Hill and lifts weights. An avid reader, Michael always is on the lookout for a book recommendation.

Michael is currently working on his CFP certification and completing his MBA in leadership.

Alma Mater: Excelsior College

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 traveling with her partner, Holly, and spending time with her dog Sadie, and her nieces and nephew. She also coaches dance part time at Tate Academy to dancers of all ages.

Alma Mater: University of Cincinnati

SAMANTHA BURRIS
SAMANTHA BURRISClient Service Specialist
Samantha graduated from Miami University in 2017 with a BS in Business Management and Leadership. Samantha enjoys working with our clients to assist with scheduling for Andy and Michael. She also assists clients with their questions and service needs. Samantha and her husband, Brandon, have been married since 2020 and they are parents to a beautiful little boy, Mason (1)!

When she isn’t at the office helping the team, Samantha enjoys spending time with family, boating, watching movies, bowling, and crafting.

Alma Mater: Miami University

Meet the Team

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy is a Senior Wealth Advisor and owner of Vantage Financial. He has spent the last eleven years working with families and small business owners on their unique financial planning strategies. Andy genuinely enjoys helping people strategize, chase milestones, and navigate all aspects of their financial journey. His goal is to help clients improve their financial situation, increase confidence, and ultimately achieve their goals. Creating value while protecting their time to focus on what matters most is a top priority for Andy and his team.

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).

With roots in Minnesota and the Upper Peninsula, the Meyers stay connected with family and friends. In their free time, they enjoy traveling, hiking, biking, playing golf and spending time on the water.

Alma Mater: Concordia University

MICHAEL FRANKS
MICHAEL FRANKSSenior Wealth Advisor
Michael Franks is a Senior Wealth Advisor coming to us from Edward Jones where he had been helping clients for the last 6+ years. Previously, Michael served over 9 years as an infantryman in the U.S. Army with two combat tours to Iraq and Afghanistan and currently serves in the Army Reserves. Michael is passionate about helping clients pursue the most excellent versions of themselves and understands building a sound financial plan is a valuable tool in that process. He believes that saving for an uncertain future should be tempered with enjoying experiences and living the time you have now.

Michael is married to his wife Emily (16 years) and has three children (Caden 14, Ryanne 10, Piper 5). The Franks family is active at “The Gathering” church (founding member) and their children’s school, Mars Hill Academy, where Emily serves as the Athletic Director. In his free time, Michael is an assistant soccer coach at Mars Hill and lifts weights. An avid reader, Michael always is on the lookout for a book recommendation.

Michael is currently working on his CFP certification and completing his MBA in leadership.

Alma Mater: Excelsior College

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 traveling with her partner, Holly, and spending time with her dog Sadie, and her nieces and nephew. She also coaches dance part time at Tate Academy to dancers of all ages.

Alma Mater: University of Cincinnati

SAMANTHA BURRIS
SAMANTHA BURRISClient Service Specialist
Samantha graduated from Miami University in 2017 with a BS in Business Management and Leadership. Samantha enjoys working with our clients to assist with scheduling for Andy and Michael. She also assists clients with their questions and service needs. Samantha and her husband, Brandon, have been married since 2020 and they are parents to a beautiful little boy, Mason (1)!

When she isn’t at the office helping the team, Samantha enjoys spending time with family, boating, watching movies, bowling, and crafting.

Alma Mater: Miami 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.

    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