4020 Fee Fee Road
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
Michael is the Program Manager of Vantage Investment Service Group (ISG) and a Registered Principal with LPL Financial. He's a graduate of Sheffield Hallam University, England, with a degree in financial services and has been with...
Kelly is the Manager of ISG and a Registered Principal with LPL Financial. She has an associate degree in general studies from St. Louis Community College and is pursuing a Bachelor of Science degree in business administration...
LPL Registered Representative
Hans is an established LPL Financial Advisor with ISG and a Registered Representative with LPL Financial. He has been with ISG since 2008. He's a graduate of Siena College in Albany, New York, with a Bachelor of Science degree and...
Amanda is an experienced LPL Financial Advisor with ISG and a Registered Representative with LPL Financial who joined the team in 2009. She graduated with a Bachelor of Science degree in business administration from the University of...
Steve is a LPL Financial Advisor with ISG and a Registered Representative with LPL Financial. He has a Bachelor of Arts degree in political science from the University of Northern Iowa, with prior experience at Mass Mutual. He joined...
LPL Registered Administrative Assistant
Amanda is a Service Representative with ISG and a Registered Administrative Assistant with LPL Financial. She joined ISG in 2016 and holds her Life & Health Insurance License, FINRA Series 7, 63, and 65 securities registrations through...