Dallas, Texas
Dallas, Texas
Welcome to VisionPoint
Dallas, Texas
VisionPoint Dallas, Texas is an integrated financial services company built on the belief that clarity of purpose leads to alignment, collaboration, and creates collective success. We specialize in wealth building, retirement planning and financial coaching for individuals and businesses. What does the best possible version of your future look like? Let’s get together and start creating it.
Mike Bernier
Mike's career began at Bank of America where he developed a passion for creating successful retirements. In college Mike was the Punter for the University of Alabama Football team.
James Mars
James began his career in 1975 as an advisor at Mass Mutual. He learned early on that the success of a business is measured by its ability to succeed into future generations. His p...Read More
John Hoffman
John has more than twenty years of Financial Services experience; as an Advisor, Managing Director, and Regional Director. He is a graduate of Minnesota State University, Mankato w...Read More
JW Waggoner
JW began his career in 1987 in Sioux Falls, South Dakota, in life insurance sales. His passion lies in assisting business owners in identifying and implementing key executive benef...Read More
Pete Peterson
Pete has 17 years of experience in working with plan sponsors in need of qualified & non-qualified retirement planning, wealth management, and tax-advantaged distribution incom...Read More
Lance Simpson
Lance started his career in the financial services industry in 2001. As Chief Compliance Officer, he is responsible for the development, implementation, and cultivation of the firm...Read More
Nancy Williamson
Nancy brings over 16 years of Operations experience to her role at VisionPoint. Supporting the firm and individual teams on a wide variety of tasks ranging from HR to Finance to IT...Read More
Jacinta Thompson
Jacinta has 18 years of experience working with plan sponsors in need of qualified and non-qualified retirement planning. She is a graduate of Simpson College with a Bachelor’s D...Read More
Austin Harris
Austin was born and raised in the coastal town of Corpus Christi, Texas and graduated from Texas Tech University in 2019. Upon graduation Austin started his own contracting and con...Read More
Robin DeHoyos
Robin has worked in various capacities in financial services since graduation and takes great pride in her passion for serving clients as the Financial Advisor Assistant to the Dal...Read More
Kenia Jones
Kenia has a unique passion for creativity and organization, which has enabled her to bring value to her role as an Executive Assistant. She supports advisors in their effort to hel...Read More
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