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.
LPL Registered Principal
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...