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 ten years ago after graduating from Concordia University of Wisconsin with degrees in Finance and Marketing. Whether you are a young growing family, small business owner, or approaching an important milestone in your financial life such as retirement, you can depend on Andy to be your consistent and transparent financial resource. “I truly believe that I have the best job in the world…every day I get to help people strategize, chase milestones and navigate all sorts of financial journeys. My goal is to help clients improve their financial world while giving them some of their time back.”

He and his wife, Katie, reside in Elm Grove with their young son, Ollie, and golden retriever, Riggins. Andy is an active member of the community while supporting Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate), the HOPE Network (supporting single mothers of southeastern Wisconsin) and the Elmbrook Rotary. In his free time, Andy enjoys spending time with his family (Minnesota & Upper Peninsula roots) and friends, traveling, playing hockey and golf.

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 (15 years) and has three children (Caden 14, Ryanne 10, Piper 4). 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. When not recovering from two surgeries for a torn bicep, you can find Michael at the gym lifting weights in his free time. An avid reader, Michael always is on the lookout for a new 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 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

SAMANTHA BURRIS
SAMANTHA BURRISClient Service Specialist
Samantha enjoys working with our clients to assist with scheduling and address their questions and service needs. Samantha graduated from Miami University in 2017 with a BS in Business Management and Leadership. She has spent the last 9 years at Hobby Lobby where she was a Department Lead. Samantha and her husband, Brandon, have been married since 2020 and they are parents to a beautiful little boy, Mason! 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 joined the team ten years ago after graduating from Concordia University of Wisconsin with degrees in Finance and Marketing. Whether you are a young growing family, small business owner, or approaching an important milestone in your financial life such as retirement, you can depend on Andy to be your consistent and transparent financial resource. “I truly believe that I have the best job in the world…every day I get to help people strategize, chase milestones and navigate all sorts of financial journeys. My goal is to help clients improve their financial world while giving them some of their time back.”

He and his wife, Katie, reside in Elm Grove with their young son, Ollie, and golden retriever, Riggins. Andy is an active member of the community while supporting Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate), the HOPE Network (supporting single mothers of southeastern Wisconsin) and the Elmbrook Rotary. In his free time, Andy enjoys spending time with his family (Minnesota & Upper Peninsula roots) and friends, traveling, playing hockey and golf.

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 (15 years) and has three children (Caden 14, Ryanne 10, Piper 4). 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. When not recovering from two surgeries for a torn bicep, you can find Michael at the gym lifting weights in his free time. An avid reader, Michael always is on the lookout for a new 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 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

SAMANTHA BURRIS
SAMANTHA BURRISClient Service Specialist
Samantha enjoys working with our clients to assist with scheduling and address their questions and service needs. Samantha graduated from Miami University in 2017 with a BS in Business Management and Leadership. She has spent the last 9 years at Hobby Lobby where she was a Department Lead. Samantha and her husband, Brandon, have been married since 2020 and they are parents to a beautiful little boy, Mason! 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