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. 

 

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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