Broker Check

Team

 

Joseph S. McRae CFA, CFP®, MBA

Partner

(763) 587-7120 x 223

Joe@vpwealthmgmt.com

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.

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J. Kipling "Kip" Johansen, LUTCF

Partner

(763) 587-7120 x 225

kipling@vpwealthmgmt.com

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.

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Benjamin A. Holm CFP®

Partner

(763) 587-7120 x 224

Ben@vpwealthmgmt.com

Ben 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 ten years.
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Patrick L. Wight

Partner and Financial Consultant

(952) 898-1227

Patrick@vpwealthmgmt.com

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.

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Tedd Bradley

Partner

(952) 898-1227

Tedd@vpwealthmgmt.com

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.

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James P Bortolussi CFP® , CRPC®

Partner

(763) 587-7120 x 232

(763) 587-7122

james.bortolussi@lpl.com

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...

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Chris Pavek

Financial Advisor

952-898-1227

877-205-4662

chris@vpwealthmgmt.com

Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management...

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James Erdmann

Compliance Manager

763-587-7120

763-587-7122

james@vpwealthmgmt.com

Information coming soon.

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Jon Otterness

Financial Advisor

763-587-7120

763-587-7122

jon@vpwealthmgmt.com

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...

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Mark Neubauer

Financial Advisor

952-898-1227

877-205-4662

markneubauer@vpwealthmgmt.com

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...

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