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...
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...
Pete Peterson, AIF®, CRPS, CPFA
Executive Vice President / Partner
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...
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...
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...
John has 20+ years of Financial Services experience; as an Advisor, Managing Director and Regional Director. John became a Partner/Owner of VisionPoint in 2020 and his current role is Executive Vice President of the National Consulting...
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...
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...
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...
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
Jacinta Thompson, AIF®, CPFA
Managing Director Retirement Plan Services
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...
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...
Bryan Jackson, CFP®
Retirement Plan Advisor / Investment Consultant
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...
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...
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...
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...
Maria graduated with a Master’s Degree in Personal Financial Planning from Texas Tech University and is currently studying for her CERTIFIED FINANCIAL PLANNER (™) Certification Exam. Prior to attending Texas Tech University...
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...
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...
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...
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...
Bailey began his career in the financial services industry in 2019. Bailey believes taking the wholistic approach to planning is what makes a great retirement. I have a passion for helping individuals and families reach a greater level...
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...
Christine brings with her an extensive background of providing direct administrative support and building client experience through an appreciation for each individual’s unique path and how this impacts their decision making and...
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...
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...
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...
Stephanie has over 12 years of experience in the financial industry and works with John Hoffman & Jim Waggoner as part of the National Consulting Group at VPAG. Her previous roles include Internal Wholesaler and Financial Counselor....
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...
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...
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...
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...
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...
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...