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

DAN SINNEN, BFA, FIC
DAN SINNEN, BFA, FICPartner and 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.

Alma mater:

Alma Mater: Wisconsin Lutheran College

KEVIN CHRISTENSEN
KEVIN CHRISTENSENPartner and 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 (7), and son, Ryan (5). 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.
TIM DEMUTH
TIM DEMUTHPartner and 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.

Alma mater:

Alma Mater: Wisconsin Lutheran College

LEAH PIERCE
LEAH PIERCEOperations 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 (8 months), 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.

Alma Mater: University of Wisconsin-Parkside

SHELLY KUROSKI
SHELLY KUROSKIDirector of Client Relations
Shelly manages and proactively develops the ongoing, overall client relationship with existing clients at Vantage Financial. She is an experienced professional who works closely with the advisors to ensure client needs are achieved.
Shelly and her husband, John, and children, Nick (25) and Megan (22), are lifelong residents of Racine. In their free time, Shelly and John enjoy bicycling throughout the area’s beautiful parks and bike paths. Shelly has been part of Racine Founder’s Club Rotary and currently serves on the Ascension Hospital Foundation Board where she is active on various subcommittees benefitting the underserved in Racine County.

Alma Mater: University of Wisconsin-Stout

Meet the Team

DAN SINNEN, BFA, FIC
DAN SINNEN, BFA, FICPartner and 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.

Alma mater:

Alma Mater: Wisconsin Lutheran College

KEVIN CHRISTENSEN
KEVIN CHRISTENSENPartner and 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 (7), and son, Ryan (5). 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.
TIM DEMUTH
TIM DEMUTHPartner and 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.

Alma mater:

Alma Mater: Wisconsin Lutheran College

LEAH PIERCE
LEAH PIERCEOperations 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 (8 months), 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.

Alma Mater: University of Wisconsin-Parkside

SHELLY KUROSKI
SHELLY KUROSKIDirector of Client Relations
Shelly manages and proactively develops the ongoing, overall client relationship with existing clients at Vantage Financial. She is an experienced professional who works closely with the advisors to ensure client needs are achieved.
Shelly and her husband, John, and children, Nick (25) and Megan (22), are lifelong residents of Racine. In their free time, Shelly and John enjoy bicycling throughout the area’s beautiful parks and bike paths. Shelly has been part of Racine Founder’s Club Rotary and currently serves on the Ascension Hospital Foundation Board where she is active on various subcommittees benefitting the underserved in Racine County.

Alma Mater: University of Wisconsin-Stout

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

400 Spring St.
Racine, WI 53405
P | 262-884-8890
F | 262-619-0447
E | info@vfplanning.com
400 Spring St.
Racine, WI 53405
P | 262-884-8890
F | 262-619-0447
E | info@vfplanning.com