YOUNGSTOWN TEAM

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.

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THOMAS TITUS

 Senior Wealth Advisor

Thomas W. Titus is a seasoned financial advisor with over 20 years of experience, dedicated to bringing clarity and confidence to his clients’ financial lives. Holding a finance degree from Walsh University, along with AIF (Accredited Investment Fiduciary) and APMA (Accredited Portfolio Management Advisor) designations, Thomas blends deep knowledge with a personal commitment to building strong, trusting relationships. He takes pride in simplifying the complexities of finance, ensuring every client has a clear picture of their path to success. Tailoring strategies to meet individual goals, Thomas finds joy in seeing his clients thrive.

Outside the office, he cherishes spending time with his wife of 19 years, their daughter and three sons. A passionate community leader, Thomas is heavily involved as a basketball coach, a mentor to young people, and a dedicated fundraiser, bringing the same energy and care to uplifting those around him as he does to his family and work.

Alma Mater: Walsh University

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RACHEL PEASE

Wealth Advisor

Rachel Pease has over 10 years of experience in the financial industry. She began her career in banking with a focus on Private Wealth Clients. Her vast experience with banking, lending, and investing prepared her for her role as a Financial Advisor. Rachel is committed to her clients by building long-lasting relationships through a high touch and very personalized approach.

Born and raised in the East Liverpool area, Rachel serves as a member of the Beaver Local Scholarship Foundation. In her free time, you will see her at Beaver Local volleyball or Potter basketball games cheering on her niece and nephew. Rachel also enjoys spending time with her family and friends.

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DAWN ANDERSON

Executive Administrative Assistant

Dawn brings 15 years of experience in office management, accounts receivable and payable, customer relations, community outreach, marketing, and budgeting to our team. She will be working closely with Youngstown clients, assisting with scheduling and service needs. Before joining us, she excelled as a Front Office Manager at an Audiology Office.     
 
Born and raised in Salem, where her family still resides, Dawn has been married for 17 wonderful years and is a proud mom to two daughters, ages 16 and 6. In her free time, she can often be found cheering on her older daughter at varsity tennis and track events for the Salem Quakers. Dawn enjoys BBQing, baking, swimming, and traveling with her family. They are proud members of the Salem Country Club and love spending their summers by the pool.

 

Planning for your future financial security starts now.

Let’s work together.