Posts Tagged ‘Financial Planning’

Ep 017 Rachel LaMantia Using Numbers to Save Small Businesses Time

Enjoy this episode Meet Rachel, Rachel was born and raised a Wisconsin girl. She’s always loved math and developed a passion for small business when she and her dad opened a franchise in 2010. Her small business ownership experience gives her a unique perspective working with her clients, and her bookkeeping practice is a perfect…

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…