Financial Planner

Ep 31 Keep It Simple No Matter How Smart You Are

Enjoy this episode Meet Mark: Joined GE’s Healthcare Financial Services business, became CFO in 2014.  He led the organization through a host of changes over the past 4 years.  New tax laws, lease accounting changes, revenue recognition rules, and the sale of GE Capital all impacted his business.  He had to set up new business…

Ep 016 James Hamer bring peace understanding and a sense of security to financial aspects

Enjoy this episode Meet James Hamer Background and Philosophy I acquired my first license in the financial industry in 1988. My academic background is in the sciences and secondary education. Combining my 30 years of experience and my teaching ability has given me an innate capacity to simply explain the technical aspects of money and…

Ep 014 Your Financial Plan Starts Today Ben Uphoff

Enjoy this episode Meet Ben Ben joined the Vantage Financial team after moving to the Milwaukee area. His connection to Wisconsin began in undergraduate school when he graduated from the University of Wisconsin-La Crosse. Later, Ben would continue his pursuit of education at the University of South Dakota where he obtained a Master’s in Business…