Broker Check
 
 

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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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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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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Brian started his career in the financial services industry in 1988 and has served as President, Chief Operating Officer, and Chief Financial Officer over the past 15 years delivering a disciplined operational, financial and cultural...

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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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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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Marvin Deaver

Vice President, Retirement Plan Consultant

972-361-1001 ext. 6010

Marvin has more than 27 years of experience in the financial services industry with an extensive background in retirement plan design, administration, and investment management services. His experience encompasses a wide variety 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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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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Bryant’s financial services career started with Fidelity Investments as a securities trader in 2001. Since then he has had held positions at Capital One Investing and JP Morgan Securities before joining VisionPoint. He currently...

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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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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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Robin DeHoyos

Financial Advisor Assistant

972.361.1001 ext. 6012

214.276.1187

Robin was born and raised in New Mexico and moved to Texas to attend college. She attended Baylor University for a short time and received her Bachelor of Science degree in Financial Planning from Texas Tech University in 2001. Robin...

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Brad Neugebauer

Senior Financial Consultant

605-681-8091

605-336-8365

I have always had a passion for helping businesses, individuals and families to create a greater level of financial freedom. In my business I provide financial services, investment planning and risk management for businesses, business...

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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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Erin Murray

Financial Advisor Assistant

(605) 681-8093

(605) 336-8365

Erin has over 10 years of experience in the financial industry including Insurance Licensing & Commissions, and Treasury Management with an emphasis in administrative support. Currently, is a Financial Advisor Assistant supporting the...

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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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Brian Smith began his in the financial services industry in 1992 after earning his Bachelor of Science Degree in Finance from Illinois State University and a Masters of Business Administration Degree in Finance from Western Illinois...

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Kristie Marshall began her career in the financial services industry in 2008. She began working with Brian Smith in 2013 and values the relationships she has built with clients over the years, both professionally and personally. In...

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Dick Bjorklund started in the financial services industry in 1978. He has dedicated his practice to helping individuals and businesses set and manage their financial goals. Dick has always been a team player and is very excited to join...

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Erika began her career as a third-generation financial professional in 2007. She helps individuals, families, and businesses strategize and pursue their financial goals. A graduate of the University of Minnesota, Erika was a member of...

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Katie is working with the veteran team of financial advisors Erika Wood and Dick Bjorklund, who have over 47 years of combined experience servicing individual, family and business owner needs. Her previous roles include Regional Sales...

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Veronica’s 22 years of experience in the financial industry make her an integral part of our team. Veronica supports the team with day-to-day operations, communications with inside and outside industry resources, and client...

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Julie started her career working as an Assistant Producer Development Coordinator with a large insurance and investment firm. After taking time off to raise her two boys, she is excited to be back as Client Services Associate to the...

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Ellie's professional origins are in the music and events industry, previously working as the Box Office Manager at First Avenue & 7th St Entry. She later combined her interests in entertainment and technology as a Client Services...

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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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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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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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Based out of Minneapolis, Tom joined VisionPoint Advisory Group in 2020. Tom previously was working as a Financial Advisor in the Twin Cities for a Registered Investment Advisor since 2014. He enjoys helping families, businesses, and...

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