NorthRock

Vantage Financial joins NorthRock Partners to expand advice and services across the Midwest.

The Future of Advice

NorthRock and Vantage Financial have joined forces to seamlessly tailor financial & lifestyle advisory services to help you make the impact you want on the world.

Your Same Team, Now With More Resources

Elm Grove, WI

Andy Meyer

Senior Wealth Advisor

Jesse Niederbaumer

Senior Wealth Advisor

Phil Nybroten, BFA™

Senior Wealth Advisor

Jeremy Gardner

Director of Financial Planning

Thomas Baumann

Trader & Portfolio Analyst

Tianna Dubinski

Client Service Specialist

Ben Irons

Paraplanner

Sharie Sinson

Director of Marketing & Client Relations

Joshua Woodbury-Phipps

Director of Client Services

Huron, SD

Matt Niederbaumer, CFP®

Senior Wealth Advisor

Adam Walter, CFP®

Wealth Advisor

Abram Collaguazo

Advisor & Planning Strategist

Brittany Fast

Operations/Human Resources Specialist

Jessica Kyaw

Client Service Specialist & Paraplanner

Jill Duklet

Client Service Specialist

Cincinnati, OH

Andy Meyer

Senior Wealth Advisor

Michael Franks

Senior Wealth Advisor

Gus Georgostathis, CFP®, CRPS®, CFS®

Senior Planning Strategist

Samantha Burris

Client Service Specialist

Columbus, OH

Chris Johnson CRPC®, AAMS®, CLTC, AWMA®, CEP®

Senior Wealth Advisor

Mel McGraw

Operations Manager

Jessica Allard

Client Service Specialist

Youngstown, OH

Thomas Titus

Senior Wealth Advisor

Rachel Pease

Wealth Advisor

Dawn Anderson

Executive Administrative Assistant

About the Transition

For years, we’ve been committed to delivering exceptional advice and care to our clients. Every decision we make, big or small, is grounded in that commitment.

Now, we’re taking an exciting next step. By joining NorthRock, we’re expanding what’s possible for you: deeper resources, broader expertise, and a more holistic set of services designed to simplify your life.

This partnership allows us to stay true to who we are, while offering more of what matters most—confidence, clarity, and a team that’s always in your corner.

Explore NorthRock

NorthRock Scholarship Program

We’re committed to investing in the leaders of tomorrow. Our scholarship programs celebrate high school seniors and college students who shine in academics, lead with purpose, and make a meaningful impact in their communities.

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About NorthRock Partners

Clients

Locations

Years of Service

Assets Under Management

Data represented as of 1.23.2026.

Comprehensive Advice & Services

Welcome to your Personal Office®

We designed our Personal Office to give you more time, clarity, and peace of mind. Our proprietary approach surrounds you with a in-house team of experts in everything from investments to tax and estate planing to giving — expanding what is possible and equipping you to live your best life.