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

Brian has served as President, Partner, Chief Operating Officer, and Chief Financial Officer over the past 15 years. While serving in his various C-Level roles at multi-billion-dol...Read More

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 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 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

Scott entered the investment / insurance industry in 2000 and has been serving all of his clients planning needs since that time. He takes a fully independent approach to planning,...Read More

Erika began her career as a third-generation financial professional in 2007.  She helps individuals, families, and businesses strategize and pursue their financial goals.

Dick Bjorklund started in the financial services industry in 1978. He has dedicated his practice to helping individuals and businesses set and manage their financial goals.

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 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

Brian Smith began his career in the financial services industry in 1992 after earning his Bachelor of Science Degree in Finance from Illinois State University and a Masters of Busi...Read More

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

Bryan has over 15 years of experience in consulting executives, business owners, and plan sponsors. As the Managing Director for the Dallas Private Wealth Team, he and his team man...Read More

As a retirement plan consultant, Tim works with clients to address employee benefit and retirement plan issues. He aggressively advocates for clients with service providers to seek...Read More

Lee began his career in the financial services business in 2010, and he believes a strong plan is the foundation of a successful retirement. Lee prides himself in providing his cli...Read More

Bailey began his career in the financial services industry in 2019. Bailey believes taking the wholistic approach to planning is what makes a great retirement.

Brad has always had a passion for helping businesses, individuals and families to create a greater level of financial freedom. He prides himself in his relationships with clients a...Read More

Ryan's career began at Principal Financial Group where he developed a passion for creating successful retirements. He grew up playing every sport and that foundation has taught him...Read More

Dalton was taught from a young age that people are only as good as their word. His honesty and integrity show through, earning him the trust and business of clients. Dalton values ...Read More

Eric is a Senior Financial Consultant with the Minnesota Private Wealth Team. Previously, he had been a Financial Advisor at Principal for 10 years. Before that, he spent 20 years ...Read More

Based out of Minneapolis, Tom joined VisionPoint Advisory Group in 2020. Tom previously was working as a Financial Advisor in the Twin Cities for a Registered Investment Advisor si...Read More

Christine brings with her an extensive background of providing direct administrative support and building client experience through an appreciation for each individual’s unique p...Read More

Erin has over 10 years of experience in the financial industry including Insurance Licensing & Commissions, and Treasury Management with an emphasis in administrative support.

Kristie Marshall began her career in the financial services industry in 2008. She began working with Brian Smith in 2013 and values the relationships she has built with clients ove...Read More

John is the Director of Participant Experiences. He has over 20 years of experience in the financial services industry. He previously served as a financial wellness specialist with...Read More

Denise has been an Executive Assistant in the financial services industry since 2012. Her primary role is supporting VisionPoint’s corporate retirement plan clients. Denise is pa...Read More

Stephanie has over 12 years of experience in the financial industry and works with John Hoffman & Jim Waggoner as part of the National Consulting Group at VPAG.

Veronica’s 22 years of experience in the financial industry make her an integral part of our team.  Veronica supports the team with day-to-day operations, communications with in...Read More

Ellie's professional origins are in the music and events industry, previously working at Minneapolis’ rock club First Avenue & 7th St Entry. She later combined her interests ...Read More

Julie started her career working as an Assistant Producer Development Coordinator with a large insurance and investment firm. Julie’s commitment to the firm’s core values of c...Read More

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 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

Rebekah is a native New Yorker who made the move to Texas to pursue higher education. Her area of specialty is writing copy, but she also thoroughly enjoys strategizing, organizing...Read More