Emory has nearly twenty years’ experience as a trusted advisor to young professionals, business owners and successful families.  Emory was born and raised in Dallas, Texas and i...Read More

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

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.

Jacki has been a Private Wealth Consultant at VisionPoint since September 2022. Jacki uses
an honest, holistic, and educative approach when working with clients and families to he...Read More

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 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

Since August 2016, Scott has served as a Private Wealth Consultant at VisionPoint to help
create and steward our clients’ financial visions. He is dedicated to building relation...Read More

Erika joined VisionPoint in September of 2020 as a Private Wealth Consultant and Team
Coordinator. Her focus is on taking clients through a holistic and well-defined planning
pro...Read More

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 has been a Private Wealth Consultant at VisionPoint since April 2015. With
expertise in planning, he works to build impactful financial plans based on his clients’
...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

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

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

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.

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.

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

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 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