Team
Joseph S. McRae CFA, CFP®, MBA
Partner
Joe is a partner of Vantage Point Wealth Management in the Plymouth office. He has been in the financial services industry helping individuals and businesses pursue their goals for over thirty years.
J. Kipling "Kip" Johansen, LUTCF
Partner
Since 1997, family households and businesses have chosen to work with Kip because he communicates openly about the things most important to them, while encouraging his clients to pursue their financial goals.
Benjamin A. Holm CFP®
Partner
Patrick L. Wight
Partner and Financial Consultant
Patrick L. Wight is a partner in Vantage Point Wealth Management’s Chanhassen office, and specializes in retirement accounts, estate planning, investment strategies and income distribution plans.
Tedd Bradley
Partner
Tedd is a Partner of Vantage Point Wealth Management’s Edina office. He has been in the financial services industry helping individuals pursue their goals for over eighteen years.
James P Bortolussi CFP® , CRPC®
Partner
(763) 587-7122
Jim is a Partner of Vantage Point Wealth Management in the Plymouth, Minnesota office. He has been in the financial services industry helping individuals pursue their goals for ten years. He specializes in investment planning and...
Chris Pavek
Financial Advisor
877-205-4662
Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management...
Jon Otterness
Financial Advisor
763-587-7122
Since 2002 Jon has been helping clients identify what is most important to them. A strong belief in comprehensive financial planning is at the core of how he enjoys working with clients. He feels that to truly to be able to help...
Mark Neubauer
Financial Advisor
877-205-4662
As a member of the Vantage Point Wealth Management Team, Mark has been helping individuals, families and businesses reach their short and long-term goals. With nearly 25 years in the industry, his experience has helped him improve the...