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