Finding Your
Best Future Starts
With Knowing
Where To Look.
Finding Your Best Future Starts With Knowing Where To Look.
At VisionPoint, our mission is to erase the myth that wealth, in all its forms, is reserved for the few. We apply that mindset to helping companies and people build transformative wealth for financial security, generational legacy and the future they envision.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
WealthBridge FORMula
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
Aligned Values
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Collaborative Impact
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
Our Singular Focus Is Protecting Your Most Important Assets – Your People.
Imagine what it would mean if you, your executive team, and those who worked on your behalf, were all empowered with the financial planning tools to help achieve transformative, generational wealth. With VisionPoint, it can be possible.
3D Solutions
Our customized approach to your plan addresses three dimensions of your corporate financial planning: retirement planning and governance, support for participants, and executive compensation to attract, reward, and retain your key employees.
Committed Fiduciaries
Creating and managing retirement and executive compensation plans is a significant responsibility. Our advisors are principled stewards who serve as your fiduciary.
Collaborative Impact
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
Purpose
Every day, we put our collective wisdom to work in pursuit of excellence. VisionPoint exists to meaningfully impact the success of those we serve.
Purpose
Every day, we put our collective wisdom to work in pursuit of excellence. VisionPoint exists to meaningfully impact the success of those we serve.
Jacki Kolkman
Private Wealth Consultant
Mike Bernier
Financial Wellness Coach
Katie Enloe
Client Service Associate
Emory Smith
Partner, Insurance
James Mars
Partner, CEO
John Hoffman
Managing Partner/President
JW Waggoner
Partner, SVP National Consulting Group
Pete Peterson
Partner, SVP Workplace Solutions Group
Scott Munger
Partner, SVP Private Wealth Consultant
Erika Wood
Partner, SVP Private Wealth Consultant
Dick Bjorklund
Partner, VP Private Wealth Consultant
Lance Simpson
Chief Compliance Officer, VisionPoint Advisory Group
Nancy Williamson
Managing Director of Operations
Brian Smith
Partner, SVP Private Wealth Consultant
Jacinta Thompson
VP Retirement Plan Consultant
Lee Rycraft
Senior Financial Consultant
Bailey Vansickle
Financial Consultant
Brad Neugebauer
Partner, VP Private Wealth Consultant
Dalton Richards
Financial Consultant
Tom Hannon
Financial Consultant
Christine Dolney
Client Service Associate
Stephanie Elton
Business Development Manager
Veronica Germann
Client Service Manager
Ellie Haylund
Client Experience Associate
Julie Lang
Client Service Associate
Austin Harris
Client Service Associate
Robin DeHoyos
Client Service Associate
Kenia Jones
Executive Associatemeet the team
Meet VisionPoint’s team of Wealth Management professionals who specialize in financial planning, insurance, investment management, taxation and law, each one a fiduciary and steward of your best interest.
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