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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

I began my career in the financial services business in 1995 with my current company, VisionPoint Advisory Group. My experiences have affirmed the following for me: “You do the right thing for people, and good things will happen...

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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 a Certified Investment Management Analyst (CIMA) ® and has been in the investment industry for over 22 years. Before co-founding Trend Financial, he worked for Edward Jones and Piper Jaffray. David has teamed up with...

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Mary Gibbons, CPA

Vice President/Managing Director VPI Operations

(515) 268-9600

Mary's career path transitioned from owning a multi-office CPA firm to joining forces as a financial advisor with her husband Jeff in 1997 at Edward Jones. From there the team transferred to Piper Jaffray where they were joined by...

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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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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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I’m the client services manager for VisionPoint, and have 10 years of experience in supporting both the advisor and client. I support the team on a variety of investment, insurance, and customer communication projects...

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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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Carol A Juhl

Branch Operations Manager

Carol and her husband Mark live outside of Garner, IA where they farm. Carol enjoys motorcycle riding and gardening. She and Mark have 3 children and 2 grandchildren. Carol has been in the financial services industry since 2009 after a...

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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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Erick began his career in the financial services industry in 2003 and brings with him extensive knowledge in the financial and insurance arenas. He earned his Bachelor of Science degree in Management and furthered his education by...

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Mike and his wife Jenny have lived in Mason City since 2002. They have 3 children, Lily, Tim and Monica. He enjoys golfing when he has a few minutes away from watching and coaching his children's various activities. Mike has always had...

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Jim Clark is a Financial Advisor at VisionPoint Advisory Group in Dallas, Texas, with decades of experience focusing on Private Wealth Management. Or to put it simply: “Helping folks to Plan, Protect and Invest.” Jim has witnessed...

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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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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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Bryan Jackson, CFP®

Retirement Plan Advisor / Investment Consultant

(972) 361-1001 ext. 6007

Bryan has been a consultant to plan sponsors for over 12 years, providing them with guidance on a range of issues from benefit platform designs to qualified plan structure and compliance. Bryan graduated from James Madison University...

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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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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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Marco combines his knowledge and expertise of investment vehicles to translate which ones are appropriate for investors based upon their goals, time horizon, and risk tolerance. Marco also manages investments in IRAs, Roth’s, Trust...

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Andrew Merchant

Managing Director-Wichita and 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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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 in him, his...

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Scott M. Munger

Investment 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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John began in the Financial Planning industry in 2001 and has built a strong practice focused on Investment Management, Retirement Income and Tax Planning Strategies. Nielsen Financial Management is a culmination of a dream to provide...

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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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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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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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During my twenty plus years in the financial services industry, many things have changed, such as the economy, technology and sometimes even the advisory firm for which I work. But throughout these changes, one thing that hasn’t...

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What is your vision of your future? My goal is to discover what’s important to you and to then follow an established process to help you achieve that vision. I began my full time career in financial services in 1999. Since then,...

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Website: http://www.jameswilterdink.com For over a decade Jim has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout...

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