Robert L. Foss
December 21, 2023 //
Robert began his financial services career early in life and has continued ever since. After graduating from the University of Minnesota in Morris, he began working for IDS (now Ameriprise). […]
James Erdmann
June 23, 2021 //
James directs compliance for Vantage Point, and is committed to a responsible and ethical business practice and client relations throughout the organization. A graduate of Northwestern University and the University [...]
Ethan Imdieke
June 23, 2021 //
As a kid growing up in Mounds View Minnesota and attending Totino-Grace High School in Fridley, Ethan “played just about every sport you can imagine.” He credits this with teaching […]
Mark Neubauer
June 23, 2021 //
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 [...]
Jon Otterness
June 23, 2021 //
Minneapolis native Jon Otterness takes a comprehensive, personal approach to financial advice. He believes “you have to really understand what makes your client tick” to build a strategy that meets [...]
Chris Pavek
June 23, 2021 //
Chris has been an advisor for over two decades, specializing in portfolio management, tax, retirement, and estate planning. Helping clients through the down markets is where Chris’ knowledge and experience [...]
Komeng Lee
June 23, 2021 //
Komeng Lee’s advisory practice is proof of the power of commitment. A child of refugee immigrants, he was raised to work hard for his family of eleven as they built [...]
Mark Magnuson
June 23, 2021 //
Mark has been in the financial planning business for over 40 years. “I’ve seen a lot come and go, and this helps give me perspective on what can work and [...]
James P. “Jim” Bortolussi
June 23, 2021 //
"I always strive to put my clients' needs and best interests above everything else." That’s the heart of Jim Bortolussi’s practice, and a true reflection of his lifelong Midwestern values. [...]