WHO WE ARE

Planning for your future financial security starts now.

Let’s work together.

You need a partner,
not just a financial planner.

That’s what makes us different.

We build relationships. We walk alongside you. We offer expertise and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.

Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.

Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.

You need a partner,
not just a financial planner.

That’s what makes us different.

We build relationships. We walk alongside you. We offer expertise and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.

Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.

Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.

Meet the Team

LORI FOX
LORI FOXDirector of Operations
With a background in the hospitality business and 12 years of experience in the financial industry, Lori loves providing each client with excellent, concierge-level, customer service. She is dedicated to office efficiencies to ensure our clients receive timely, accurate and thorough information and assistance. She works closely with the advisors in creating and implementing financial plans, while overseeing the day to day operations in our Loveland, OH. Lori and her husband, Dan, along with their children, Leo (11) and Lydia (6) live in Maineville, OH. She is passionate about the mission field, and has traveled to India, Dominican Republic, Honduras and Cayman Islands on mission trips.

Alma Mater: Michigan State University

LISA BAILEY
LISA BAILEYClient Relations Coordinator
Lisa began her career in the financial industry right after receiving her degree in Organizational Leadership from Northern Kentucky University. She is the first point of contact with our clients at our Loveland, Ohio office. Lisa is responsible for efficiently coordinating client meetings and processing post-meeting follow-up. She is dedicated to providing an exceptional client experience by upholding the highest level of service through her daily role and interaction with our clients. She and her husband, Derek live nearby in New Richmond. When Lisa is not in the office, you can find her spending time with family, hiking with her husband and their three dogs, golfing, or playing sand-volleyball with friends.

Alma Mater: Northern Kentucky University, University of Cincinnati

AMY MITCHELL
AMY MITCHELLClient Service Coordinator
Over the last 6 years while working in the financial industry, Amy has used her skills and abilities in organizational management to help keep the office running smoothly and efficiently. She enjoys preparing files for client meetings, organizing events and helping create organizational systems that lead to success. She also has a passion for project work and researching the hard to find answers. Amy is committed to ensuring that every aspect of the client experience is truly outstanding. She lives in Maineville, OH with her husband, Drews, and has two adult children: Jared (20) and Amber (19). She and her husband are actively involved in music ministry and church leadership in their home congregation.

Alma Mater: University of Cincinnati

Meet the Team

LORI FOX
LORI FOXDirector of Operations
With a background in the hospitality business and 12 years of experience in the financial industry, Lori loves providing each client with excellent, concierge-level, customer service. She is dedicated to office efficiencies to ensure our clients receive timely, accurate and thorough information and assistance. She works closely with the advisors in creating and implementing financial plans, while overseeing the day to day operations in our Loveland, OH. Lori and her husband, Dan, along with their children, Leo (11) and Lydia (6) live in Maineville, OH. She is passionate about the mission field, and has traveled to India, Dominican Republic, Honduras and Cayman Islands on mission trips.

Alma Mater: Michigan State University

LISA BAILEY
LISA BAILEYClient Relations Coordinator
Lisa began her career in the financial industry right after receiving her degree in Organizational Leadership from Northern Kentucky University. She is the first point of contact with our clients at our Loveland, Ohio office. Lisa is responsible for efficiently coordinating client meetings and processing post-meeting follow-up. She is dedicated to providing an exceptional client experience by upholding the highest level of service through her daily role and interaction with our clients. She and her husband, Derek live nearby in New Richmond. When Lisa is not in the office, you can find her spending time with family, hiking with her husband and their three dogs, golfing, or playing sand-volleyball with friends.

Alma Mater: Northern Kentucky University, University of Cincinnati

AMY MITCHELL
AMY MITCHELLClient Service Coordinator
Over the last 6 years while working in the financial industry, Amy has used her skills and abilities in organizational management to help keep the office running smoothly and efficiently. She enjoys preparing files for client meetings, organizing events and helping create organizational systems that lead to success. She also has a passion for project work and researching the hard to find answers. Amy is committed to ensuring that every aspect of the client experience is truly outstanding. She lives in Maineville, OH with her husband, Drews, and has two adult children: Jared (20) and Amber (19). She and her husband are actively involved in music ministry and church leadership in their home congregation.

Alma Mater: University of Cincinnati

At Vantage Financial, we get to know you and your family, your background, goals and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

At Vantage Financial, we get to know you and your family, your background, goals and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

FIRST NAME *
LAST NAME *
EMAIL ADDRESS *
PHONE NUMBER

I prefer to be contacted by (please check):EmailPhone

What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

400

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note. We’ll get back to you as soon as possible.

FIRST NAME *
LAST NAME *
EMAIL ADDRESS *
PHONE NUMBER

I prefer to be contacted by (please check):EmailPhone

What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

400

423 Wards Corner Rd. Suite A
Loveland, OH 45140
P | 513-239-2933
F | 513-444-4140
E | info@vfplanning.com
423 Wards Corner Rd. Suite A
Loveland, OH 45140
P | 513-239-2933
F | 513-444-4140
E | info@vfplanning.com