Damon Schimming to Join VisionPoint Advisory Group
April 5th, 2019
Wichita, KS — Damon Schimming brings almost 30 years of industry experience to VisionPoint Advisory Group. In March, Damon teamed up with Managing Director Andy Merchant to provide his existing clients with a collaborative team experience aimed to positively impact their financial success and efficiency.
“I am excited about joining VisionPoint” relates Damon Schimming, Financial Consultant. “Culturally, the fit is a good one as both of us are equally committed to making a difference for our private wealth and corporate clients.” The industry is changing and this opportunity provides me with the ability to bring additional expertise and a positive experience to my clients”. says, Schimming. Andrew Merchant, Managing Director of VisionPoint notes: “We are excited with the addition of Damon, his industry experience will make us even stronger.” Merchant believes - “Customers demand that their advisors deliver both premier service and a premier team - this a yet another positive step toward continual improvement.”
Joining VisionPoint will not only give Damon more scale and efficiency but it is going to give his customers a personal CFO experience. Clients will see a greater degree of service and expertise in the following areas:
- A holistic planning process through the WealthBridge FORMula.
- A larger dedicated service team.
- An enhanced investment management and trading platform
- An experienced team of company retirement plan consultants
- Personal and business risk management expertise
- Business exit and succession planning.
VisionPoint Advisors, founded in 1982, is an independent Registered Investment Advisor and financial services company with 35 advisors in 4 states and with 5 management offices located in Dallas Texas, Sioux Falls South Dakota, Watertown South Dakota, Wichita Kansas and West Des Moines Iowa. The company has been affiliated with LPL Financial since 2013.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through VisionPoint Advisory Group, a registered investment advisor. VisionPoint Advisory Group and VisionPoint are separate entities from LPL Financial
For More Information Please Contact:
Andy Merchant, Managing Director - KS [email protected]
James Mars, Managing Partner - TX [email protected]
NAPA 2018 Top Women Advisor Captain
Awarded to Our Very Own, Jacinta Thompson
November 29, 2018
National Association of Plan Advisors (NAPA)
ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural
list of Top Women Advisors.
The Top Women Advisors accolade was launched in 2015 to acknowledge the contributions of a
growing number of women who are making significant contributions to the retirement industry, as
well as bringing excellence to the profession.
“We are pleased and proud to be able to once again acknowledge the fine and important work that
these individuals have done to help provide a better retirement for their clients, employers and
individual retirement savers alike,” said Nevin E. Adams, Chief Communications Officer of the
American Retirement Association, and Editor-in-Chief of NAPA-Net.
More than 500 nominations were provided by NAPA’s extensive list of broker-dealer and RIA Firm
Partners. Nominees were, in turn asked to respond to a series of quantitative and qualitative
questions regarding their experience, education, team structure, accomplishments, and
impact. Those responses were anonymized and then reviewed by a blue-ribbon panel of industry
experts who, over the course of several weeks, selected the individuals honored in three separate
• All-Stars: Top producers who have their own practice.
• Captains: All-stars who happen to be principals, owners or team captains of their organizations.
• Rising Stars: Top producers who have less than five years of experience with retirement plans
as a financial advisor (some have been working with retirement plans longer, but not as a
The list of 2018 Top Women Advisors is available at https://www.napa-net.org/industrylists/top-women-advisors/
About the National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors was created by and for retirement plan advisors.
Membership is also open to other retirement industry professionals who support the interests of plan
advisors. NAPA, part of the American Retirement Association, is the only advocacy group
exclusively focused on the issues that matter to retirement plan advisors. The American Retirement
Association, based in the Washington, D.C. area, is a non-profit professional organization
established to educate all types of retirement plan professionals, and to preserve and enhance the
employer-based retirement plan system as part of the development of a cohesive and coherent
national retirement income policy. More information