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...
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...
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...
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...
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...
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...
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...
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...
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...
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
Bryan Jackson, CFP®
Retirement Plan Advisor / Investment Consultant
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...
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...
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...
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...
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...
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...
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...
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...