Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Connor Bending

Financial Services Assistant

319-444-2255

connor@vantaguswealth.com

I have always wanted a career where I could genuinely help people while doing something I enjoy. Financial advising stood out to me because I’ve always been interested in investing, building wealth, and finding ways to make money work...

Greg Johnson, LUTCF

President & Investment Advisor Representative

(319) 444-2255

(319) 444-2442

greg@vantaguswealth.com

Kristi DeRycke

Financial Paraplanner

(319) 444-2255

(319) 444-2442

kristi@vantaguswealth.com

Financial services is a second life passion for me. Before joining this company, I spent 27 years as a senior pediatric occupational therapist, a role that I cherished. My interest in financial services led me to start working here 10...

Lindsey Mumby

Client Services Specialist

(319) 444-2255

(319) 444-2442

lindsey@vantaguswealth.com

My role is to ensure a smooth and "wow" client experience by processing paperwork and assisting with day-to-day front office tasks. My background is rooted in over 15 years of healthcare, where I gained valuable experience in both...

Morgan Mitchell

Executive Administrative Assistant

(319) 444-2255

(319) 444-2442

morgan@vantaguswealth.com

I oversee client communication and scheduling, managing the calendars for our coaches and directly interacting with clients. My background in healthcare, with over 15 years of experience in patient care and administrative roles,...

Sara Mathis

Director of Client Services

(319) 444-2255

(319) 444-2442

sara@vantaguswealth.com

Our team and culture at Johnson Insurance are what I cherish most. We embrace the concept of "failing forward," understanding that mistakes are valuable learning opportunities. My journey into the financial services industry began...

Tylar Gallagher

COO & Director of Marketing

(319) 444-2255

(319) 444-2442

tylar@vantaguswealth.com

What I enjoy most about my job is the dynamic nature of each day—no two days are ever the same. I value the flexibility to work from home when I need to focus on creativity and strategic planning, while also cherishing the time spent...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.