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. 

 

Plan For Your Future with a CFP® Professional

We’re proud to announce that Vantage members now have access to two qualified financial professionals who recently earned their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Amanda Barcliff, CFP® and Hans Smith, CFP® with Vantage Investments Services Group are now CERTIFIED FINANCIAL PLANNERS™. 

What does that mean for you?

CFP® designations are awarded to financial professionals who have met standards for experience, knowledge, and ethical conduct in financial planning by the Certified Financial Planner Board of Standards Inc. (CFP® Board). Financial professionals must complete the CFP® Board-Registered Education Program and pass the CFP® Certification Examination, which assesses the ability to apply financial planning knowledge to client situations. CFP® designated financial professionals must also have at least three years of qualifying financial planning work experience and pass the CFP® Board’s Fitness Standards for Candidates and Registrants.

Amanda and Hans are committed to providing you with meaningful guidance that’s customized to your unique needs. Earning this designation further reflects that commitment, enhancing their ability to provide holistic, comprehensive and personalized financial planning strategies to help you work toward your financial goals.  

To learn more about how Amanda and Hans can help you with your financial objectives, click below to schedule an appointment.  


Schedule an Appointment

Michael Gatrell

LPL Registered Principal

michael.gatrell@lpl.com

MICHAEL GATRELL, CFP® is the Program Manager of Vantage Investment Services Group (ISG) and is a Registered Representative with LPL Financial. He’s a graduate of Sheffield Hallam University, England, with a degree in...
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Kelly Huff

LPL Registered Principal

kelly.huff@lpl.com

KELLY HUFF is the Manager of Vantage Investment Services Group (ISG) and a Registered Representative with LPL Financial. She oversees ISG operations, ensuring clients receive exceptional personal service and care. Kelly has been with...
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Hans Smith

LPL Registered Representative

hans.smith@lpl.com

HANS SMITH, CFP® is a Certified Financial Planner™ (CFP®) with Vantage Investment Services Group (ISG) and a Registered Representative with LPL Financial. He’s a graduate of Siena College in Albany, New York, who...
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Amanda Barcliff

LPL Registered Representative

amanda.barcliff@lpl.com

AMANDA BARCLIFF, CFP® is a experienced Certified Financial Planner™ (CFP®) with Vantage Investment Services Group (ISG) and a Registered Representative with LPL Financial. She’s a graduate of the University of...

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Steve Johnson

LPL Registered Representative

steven.johnson@lpl.com

STEVE JOHNSON is a dedicated Financial Professional with Vantage Investment Services Group (ISG) and a Registered Representative with LPL Financial. He has a Bachelor of Arts degree in political science from the University of Northern...

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Amanda Smith

LPL Registered Administrative Assistant

amanda.l.smith@lpl.com

AMANDA “MANDY” SMITH is a Licensed Sales Assistant with Vantage Investment Services Group (ISG) and a Registered Administrative Assistant with LPL Financial. She joined ISG in 2016, and holds her Life & Health Insurance...
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Brienne Spruce

LPL Registered Administrative Assistant

brienne.spruce@lpl.com

BRIENNE SPRUCE is a Licensed Sales Assistant with Vantage Investment Services Group (ISG) and a Registered Administrative Assistant with LPL Financial. She joined ISG in 2018, and holds her Life & Health Insurance License, in addition...
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Jenifer Kemper

LPL Registered Administrative Assistant

jenifer.kemper@lpl.com

JENIFER KEMPER is a Licensed Sales Assistant with Vantage Investment Services Group (ISG) and a Registered Administrative Assistant with LPL Financial. She joined ISG in 2019, and holds a Bachelor of Science degree in business...

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Markie Currant

Administrative Assistant

markie.currant@lpl.com

MARKIE CURRANT is a Service Representative with Vantage Investment Services Group (ISG) and an Administrative Assistant with LPL Financial. She joined ISG in 2019, and holds a Bachelor of Arts degree in business administration from...
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