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.

 
 
Brian Wing Brian Wing
Partner, President and CFO

Brian Wing

Partner, President and CFO
John Hoffman John Hoffman
Partner, EVP National Consulting Group

John Hoffman

Partner, EVP National Consulting Group
JW Waggoner JW Waggoner
Partner, SVP National Consulting Group

JW Waggoner

Partner, SVP National Consulting Group
Pete Peterson Pete Peterson
Partner, SVP Workplace Solutions Group

Pete Peterson

Partner, SVP Workplace Solutions Group
Scott Munger Scott Munger
Partner, SVP Private Wealth Consultant

Scott Munger

Partner, SVP Private Wealth Consultant
Erika Wood Erika Wood
Partner, SVP Private Wealth Consultant

Erika Wood

Partner, SVP Private Wealth Consultant
Dick Bjorklund Dick Bjorklund
Partner, VP Private Wealth Consultant

Dick Bjorklund

Partner, VP Private Wealth Consultant
Lance Simpson Lance Simpson
Chief Compliance Officer, VisionPoint Advisory Group

Lance Simpson

Chief Compliance Officer, VisionPoint Advisory Group

Nancy Williamson

Managing Director of Operations
Brian Smith Brian Smith
SVP Private Wealth Consultant

Brian Smith

SVP Private Wealth Consultant
Jacinta Thompson Jacinta Thompson
VP Retirement Plan Consultant

Jacinta Thompson

VP Retirement Plan Consultant

Bryan Jackson

VP Private Wealth Consultant
Tim Thurston Tim Thurston
VP Retirement Plan Consultant

Tim Thurston

VP Retirement Plan Consultant
Lee Rycraft Lee Rycraft
Senior Financial Consultant

Lee Rycraft

Senior Financial Consultant

Bailey Vansickle

Financial Consultant

Brad Neugebauer

Senior Financial Consultant
Ryan Krome Ryan Krome
Retirement Plan Consultant

Ryan Krome

Retirement Plan Consultant

Dalton Richards

Financial Consultant
Eric Kautzman Eric Kautzman
Senior Financial Consultant

Eric Kautzman

Senior Financial Consultant

Tom Hannon

Financial Consultant

Christine Dolney

Client Service Associate
Erin Powell Erin Powell
Client Service Associate

Erin Powell

Client Service Associate
John Onufreiczuk John Onufreiczuk
Director of Participant Experience

John Onufreiczuk

Director of Participant Experience
Stephanie Pagel Stephanie Pagel
Manager National Consulting Group

Stephanie Pagel

Manager National Consulting Group

Veronica Germann

Client Service Manager
Ellie Haylund Ellie Haylund
Client Experience Associate

Ellie Haylund

Client Experience Associate
Julie Lang Julie Lang
Client Service Associate

Julie Lang

Client Service Associate

Robin DeHoyos

Client Service Associate

Kenia Jones

Executive Associate

meet 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.

Request An Appointment

What does the best possible version of your future look like? Let’s work together and start creating it.

Request An Appointment

What does the best possible version of your future look like? Let’s work together and start creating it.

Are You A Successful Professional Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.

Are You A Successful (Partner) Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
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