Our Team
Dan 2020

Partner, Senior Wealth Advisor

Dan’s passion is creating a game plan for clients and serving their needs with an emphasis around behavioral finance and tax strategies. Over his 10 years of serving Racine families, he has gained a unique understanding of S.C. Johnson Wax benefits and helped dozens retire confidently making strategic decisions around their situation. 

Dan is an avid golfer and member of Meadowbrook Country Club and The Racine Country Club. He is married to his wife, Jenn, who is a Pediatric Dentist in the Milwaukee area. Dan and his wife welcomed their first child, Landon, in June of 2018 and have a dog named Tyger. They are actively involved with The Prairie High School in Racine.  

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Partner, Senior Wealth Advisor

With 15 years of experience, Kevin enjoys helping clients reach their retirement and other financial life goals. Kevin’s passion and strength is maintaining a personal relationship with his clients. His main goal is to help clients make decisions that improve the quality of their lives and lives of their loved ones. Kevin and his wife, Holly, reside in Mount Pleasant with their daughter, Leah (10), and son, Ryan (7). In his free time, Kevin enjoys spending time with his family, playing golf and watching sports. Kevin and his family are active contributors and members at St. John’s Lutheran Church in Racine. 

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Partner, Senior Wealth Advisor

Tim joined the financial industry after graduating from Wisconsin Lutheran College in 2013. Tim strives to build a trusting relationship with his clients and assist them in understanding their unique financial situation. He works with clients to develop a clear financial strategy to ensure they feel confident and comfortable when making financial decisions. Tim and his wife, Tierney, reside in Mount Pleasant. They enjoy watching Brewer games, attending concerts, and spending time with friends and family. Tim is an active member in the Racine community and serves as an Assistant Varsity Boys Basketball Coach at Racine Lutheran High School.

Leah 2020

Operations Specialist

Leah manages the daily activities of the office. She is responsible for scheduling appointments and answering the phone ensuring clients are comfortable at Vantage Financial. She supports the advisors and is responsible for organizing office tasks. Leah and her husband, Chris, live in Racine with their son, Malachi (2), and dog Rex. They enjoy spending time with family on the weekends and working on projects around the house in their spare time. They also are active members at First Evangelical Lutheran Church in downtown Racine. 

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Administrative Assistant

Holly assists with the daily activities in the office. She schedules appointments and answers the phone. Holly and her husband, Kevin, live in Racine with their daughter Leah (10) and their son Ryan (7). They enjoy cheering on all Wisconsin sports teams and attending their children’s various sporting events. They are active members at St. John’s Lutheran Church in Racine.