About Us
What We Do
Our Story
Our roots trace back to the early 1980s during a tumultuous period known as the farm crisis. In Belle Plaine, our family faced challenges that tested our resilience. Greg's dad, Dale, was tirelessly working on the farm, while his mom, Jo, balanced a 9-5 job at an auto dealership. Despite their efforts, making ends meet was a constant struggle.
It was during this time that Jo was introduced to the financial services industry through the Aid Association for Lutherans. An unexpected suggestion during an interview led Dale to consider a career in insurance. Initially, he dismissed the idea, but fate had other plans. A few years later, he was approached again, this time by a property casualty company, and decided to take the leap. Dale and Jo juggled the demands of the family farm while tirelessly building their agencies throughout the late 80s and 90s.
Our MissionOur Evolution for Today and Tomorrow
What began as a small insurance company has since evolved into Vantagus Wealth, a comprehensive financial advisory firm. Our journey has been one of transformation and growth, driven by a desire to create a brand that would live beyond us. The name "Vantagus" reflects the advantageous experience our clients have come to associate with us, highlighting our unique approach and the value we provide.
As we've expanded our services and expertise, our focus has remained on nurturing a culture of growth and excellence. We invest in our team's development, ensuring each member is equipped to deliver exceptional service and innovative solutions. Our commitment to providing advantageous solutions empowers our clients to achieve their financial goals, and we continue to evolve, guided by the principles that have defined our journey and the promise of what lies ahead.
Who We Are
Our Values
Our journey has been guided by core values that shape everything we do. We believe in being prompt and putting in extra effort to exceed expectations. Growth is a continuous pursuit, not just in business, but in personal development. Relationships matter deeply to us, and we are committed to effective communication, always doing what's right, and fostering a strong team spirit. Passion drives us, and it is reflected in the dedication we have for our clients and our work.
Meet The TEam
Who You Will Be Working With
Greg Johnson, LUTCF
President & Investment Advisor Representative
Connor Bending
Financial Services Assistant
Kristi DeRycke
Financial Paraplanner
Morgan Mitchell
Executive Administrative Assistant
Sara Mathis
Director of Client Services
Lindsey Mumby
Client Services Specialist
Tylar Gallagher
COO & Director of Marketing