About Us

Valued Experience, Here for You

Every member of our team is a professional and will handle your investments with the care you'd expect from your valued advisor.

Plan For Your Future with a CFP® Professional

We are proud to share that Dylan Roth of Vantage Investment Services Group has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, adding another CFP® professional to our team.

The CFP® designation is one of the most respected credentials in financial planning and is awarded by the Certified Financial Planner Board of Standards Inc. (CFP® Board). CFP® professionals meet rigorous standards for education, experience, and ethical conduct, including completing an approved education program, passing a comprehensive certification exam, and demonstrating real‑world financial planning experience.

Dylan’s achievement reflects his ongoing commitment to providing thoughtful, personalized guidance and comprehensive financial planning strategies tailored to your individual needs and goals. With the addition of another CFP® professional on our staff, Vantage continues to strengthen the depth of expertise available to support our members’ financial futures.

To learn more about how Dylan can help you work toward your financial objectives, click below to schedule an appointment.

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Our Mission

Our mission is to help our clients work toward financial independence through planning.

We want to spend time with clients to determine their goals and objectives, timeline, and risk tolerance, then help them make suitable financial decisions for their future. We strive to build a long-term relationship with our clients. We aim to accomplish this through education, training, integrity and outstanding client service.

Meet our Financial Professionals

Hans Smith

Senior Financial Consultant

hans.smith@lpl.com

As a Senior Financial Consultant with Vantage Investment Services Group, I specialize in guiding clients towards their financial aspirations, believing firmly in the transformative power of financial planning for everyone. Above all, I...

Amanda Barcliff

Senior Financial Consultant

amanda.barcliff@lpl.com

As an adept Certified Financial Planner™, I'm deeply committed to advancing the presence of women in financial services and creating a pathway for a better tomorrow for all. My specialization lies in unraveling the intricacies of...

Steve Johnson

LPL Registered Representative

steven.johnson@lpl.com

As a seasoned Financial Professional, I leverage my expertise as a Registered Representative with LPL Financial. With a focus on Retirement Planning and Spending Analysis, I cater to each client's unique situation, providing tailored...

Dylan Roth

LPL Registered Representative

dylan.roth@lpl.com

As a Financial Consultant, I take an educational approach to assisting my clients to better understand their individual financial landscape. My primary goal is to reduce the stress and confusion that often accompany financial matters,...