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 all their plans, values, and goals, and he loves the conversations and communication it takes to get there.
His almost two decades of financial planning experience began with Sammons Securities, progressing through Edward D. Jones and Ameriprise Financial before joining Vantage Point. Jon’s well-rounded professional path, together with securities, life, and health insurance licenses, provides a unique and versatile perspective on financial planning and the tools to bring each plan to life.