19 Research Park Court
Trusted 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 trusted advisor.
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.
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.
LPL Registered Principal
Senior Financial Consultant
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...
LPL Registered Representative
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...
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...
LPL Registered Administrative Assistant
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...