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Meet The Vantage Point Team

Know Who Is Responsible For Your Guidance & Follow-Through

At Vantage Point, the answer to “Who will I work with?” is straightforward. Mark Black, CFP®, remains personally involved in clients’ planning and investment decisions, supported by a team that helps keep communication, service needs, and next steps moving.

 Paul Myers

Paul Myers

Client Services Associate

Kerry Range

Kerry Range

Client Services Associate

Adam Black

Client Services Associate

Emeritus

Who We Work With

Vantage Point serves families, trade professionals, business owners, retirees, and people navigating new financial responsibilities or major life transitions.

See Who We Serve

Our Approach

Each relationship begins with the decisions in front of you and a plan that connects investments with the rest of your financial life.

See How We Work

Contact Us

Contact us today to learn how our team-driven and relational culture can help you gain confidence in your financial life.

Contact Us Today