Joseph S. McRae
December 1, 2019 //
Joe grew up in Red Wing, Minnesota, on his family’s Arabian horse farm. This included daily chores and, beginning in eighth grade, helping keep the books for his parents’ horse [...]
Benjamin A. Holm
June 23, 2021 //
Ben Holm is proud to bring a lifelong history of service, dedication, and teamwork to his clients, and to the entire Vantage Point organization. Born in Wyoming and “still a [...]
Komeng Lee
June 23, 2021 //
Komeng Lee’s advisory practice is proof of the power of commitment. A child of refugee immigrants, he was raised to work hard for his family of eleven as they built [...]
Jon Otterness
June 23, 2021 //
Minneapolis native Jon Otterness takes a comprehensive, personal approach to financial advice. He believes “you have to really understand what makes your client tick” to build a strategy that meets [...]
James “Jim” Bortolussi
May 23, 2021 //
"I always strive to put my clients' needs and best interests above everything else." That’s the heart of Jim Bortolussi’s practice, and a true reflection of his lifelong Midwestern values. [...]
Elizabeth Smith
July 22, 2026 //
Elizabeth’s path to being a Vantage Point advisor has been rich and varied, which contributes to her ease in connecting with a wide variety of people and circumstances. Past roles [...]
Samuel “Sam” Holm
February 12, 2026 //
Sam has been navigating landscapes his whole life by living, camping, and hunting among the Big Horn Mountains. He’s been fly fishing in the streams that flow through them, carefully [...]
Ethan Imdieke
June 23, 2021 //
As a kid growing up in Mounds View Minnesota and attending Totino-Grace High School in Fridley, Ethan “played just about every sport you can imagine.” He credits this with teaching [...]
Ethan Magnuson
July 19, 2023 //
As a former teacher, Ethan brings a special set of skills to the Vantage Point team. A 2020 graduate of North Dakota State University, Ethan applied his education degree to [...]
Kimberly Braley
February 2, 2026 //
Kimberly began her career in the financial services industry in 2022 with North Star Financial Group, where she built a strong foundation in investment management and client service. In 2024, [...]