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Team

At VisionPoint, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

I began my career in 1975 as an advisor with Mass Mutual and learned early on that the success of a business is measured by its ability to succeed into future generations. By 1981, I was compelled to launch my own practice in the...

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I began my career in 1987 in Sioux Falls, South Dakota, in life insurance sales. My very first mentor, who was also my boss, taught me the value of relationships and the meaning of teamwork. I’ve learned to embrace the change that...

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Andrew Susanin

Executive Vice President/Partner

(515) 974-4563

Andy began his career in the financial services business in 1995 with VisionPoint Advisory Group. Andy’s philosophy is pretty simple: “you do enough good things for good people, good things will happen... it is however, not...

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Pete has 17 years of experience in working with plan sponsors in need of qualified & non-qualified retirement planning, wealth management and tax advantaged distribution income strategies for their companies and employees. He is a...

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David is an Certified Investment Management Analyst and started in the financial services industry in 1992 directly out of Iowa State University. He has been instrumental in developing the VisionPoint retirement income and investment...

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Scott M. Munger

Partner / Senior Financial Consultant

(605) 878-4111

(605) 882-9447

Scott entered the investment / insurance industry in 2000 and has been serving all of his clients planning needs since that time. Scott takes a fully independent approach to planning, protecting and investing each client’s wealth...

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Jacinta has 18 years of experience working with plan sponsors in need of qualified and non-qualified retirement planning. She is a graduate of Simpson College with a Bachelor’s Degree in Business Management & Marketing. She is...

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As a financial advisor, Tim works with clients to address employee benefit and retirement plan issues. He advises employers on a broad range of retirement plan matters and consults on the design, implementation, and administration of...

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As a recent graduate of The University of Nevada Reno, Kenia has attained a Bachelor of Science degree in Business Management and Economics. She has a unique passion for creativity and organization, which has enabled her to bring value...

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I am the Executive Assistant to James Mars, providing support to all the operation groups within VisionPoint by acting as an extension to Jim. As such my goal is to provide the capacity for Jim to increase his productivity and ability...

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Tanya began her career in the financial services industry in 2001 as an auditor for a big 4 accounting firm. Her experience in auditing large financial institutions gave her a strong foundation on which to build. She later joined a New...

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Matt Rossiter

Managing Director of Advisor Network

214-415-9957

Matt Rossiter is the Managing Director of Advisor Network with VisionPoint Advisory Group in the Dallas, TX office. With more than 2 years in the Recruiting industry and 16+ years in financial advisory services industry. Matt started his

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Melissa has over 14 years of advisor support experience that has helped her fulfill her role in the Advisor Transition process. Melissa manages the transition process from start to finish

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VisionPoint Advisory Group has provided me an opportunity to serve my clients with an approach specific to each individual’s need. My career began at Principal Financial Group where I developed a passion for creating successful...

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Mike Romig is an Accredited Investment Fiduciary® Designee and joined VisionPoint Advisors in May, 2018. Mike began his pension consulting career in 1979 and installed his first profit sharing plan in 1980, first Defined Benefit...

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Denise has been an Executive Assistant in the financial services industry since 2012. Her primary role is supporting VisionPoint’s corporate retirement plan clients. Denise is passionate about client service, facilitating both...

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Bryan Jackson, CFP®

Retirement Plan Advisor / Investment Consultant

(972) 361-1001 ext. 6007

Bryan has over 15 years of experience in consulting executives, business owners, and plan sponsors. As the Managing Director for the Dallas Private Wealth Team, He and his team manage a comprehensive financial planning and stewardship...

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I began in the securities industry in 1981 as an investment officer for the largest dealer bank in Ft. Worth, TX providing investment recommendations to both individual and institutional accounts. Throughout my 34 year career I have...

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Adam has been in the financial services for over 15 years. He has worked in both retirement plan services (401k, 403b, 457) and retail wealth management with individuals. He graduated with a Bachelor's degree in Engineering from Texas...

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Julie Geldert

Operations Administrative Manager

(214) 234-7403

Julie provides support to our Dallas Private Wealth team. She manages the communication and link between our clients and our advisory teams. Processing forms, scheduling appointments and conference calls

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Andrew Merchant

Managing Director-Wichita and Senior Wealth Advisor

316-847-6001

As Managing Director and wealth advisor for VisionPoint in Wichita, KS Andrew is driven to develop a close understanding about the dreams and desires of his clients. Providing professional knowledge and experience he works with his...

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As Client Service Associate in Wichita, KS Ericka is driven to provide a personalized customer service experience of the highest quality. Ericka adds value for her clients through regular interaction, listening to what they say, and...

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Ted is an Accredited Asset Management Specialist® who began his career in financial services in 1999 with a major financial planning firm near Washington, D.C. He then worked with a major brokerage firm for 15 years before joining...

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Beth is responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions. She enhances client relationships by responding to customer...

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Lee Rycraft

Sr. Financial Consultant

605-878-2030

605-882-9447

Lee began his career in the financial services business in 2010, and he believes a strong plan is the foundation of a successful retirement. He is a small-town guy who believes in the importance of relationships and trust. He gets to...

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As a recent graduate from Minnesota State University Moorhead, I will be in the Watertown, South Dakota office as Client Services Associate. I believe that creating relationships and trust between your clients is crucial in the...

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Beth Brinkman

Customer Service Representative

605-878-4111

Beth is a customer service representative in our Watertown, SD office. She is responsible for administrative functions including scheduling appointments, client meeting preparation, account set up, account transactions, beneficiary...

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I’ve always had a passion for the market and the profound effect it can have on one’s ability to accumulate and preserve wealth. By providing comprehensive financial planning and investment management for business owners,...

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As a financial advisor, I provide comprehensive financial planning and wealth management services to a variety of individuals including working professionals, executives, and business owners. My specialized services include risk...

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Heather Minner

Senior Client Services Specialist

(515) 974-4577

I’m a client services specialist for VisionPoint – Des Moines, and work closely with Nick Capobianco and Jonathan Pearson. I provide support in all aspects of their practice, including investments, insurance, and many other...

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Nate started in the investment and insurance business in the fall of 2001 shortly after earning a Bachelors Degree in International business earlier that spring from Buena Vista University in Storm Lake, IA. He has a true passion for...

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I often tell people that I have one of the most fulfilling jobs in the world. As a financial advisor, I have been given the opportunity to impact the success of the clients I serve. Very early on...

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Chris has been helping people with their financial strategies since 1997. He currently partners with LPL. Prior to working with LPL Chris was a financial advisor with Principal Financial Group for 10 years, First Western Bank in Rapid...

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I grew up on a cow/calf operation in rural SD and still own cattle and land near Hoven, SD. Therefore, my career is devoted to helping small business owners and executives to create plans to take care of their families, their...

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I started my career at Principal Financial Group in 2011, before joining VisionPoint Advisory Group in January of 2018. I help businesses, individuals, and families ensure their financial future by using a needs-based approach to...

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Pat McCabe

Financial Advisor

612-807-4095

605-939-7174

I joined the South Dakota team at VisionPoint Advisory Group in 2019 after four successful years the Principal Financial Group. There I discovered my passion for helping others through wholistic financial planning. I specialize in...

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Since I began my career in the financial services industry, many things have changed. But one thing that hasn’t changed is my desire to create a meaningful long-term relationship based on trust with my clients and the people who...

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Troy Miller is a CERTIFIED FINANCIAL PLANNER™ Professional and a 29 year veteran of the financial services industry. The success of Troy’s financial planning practice is the result of the trust that his clients have placed...

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Dalton was taught from a young age that people are only as good as their word. His honesty and integrity show through, earning him the trust and business of clients. Dalton values the opportunity to serve people through VisionPoint by...

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I am a dedicated professional that has a passion for studying the market and investing daily. I thrive on helping clients prepare for success. My belief is that this happens through continuously understanding clients' needs and goals...

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