Vantage Financial Partners

We are proud to recognize this year's scholarship recipients, whose dedication, leadership, and commitment to excellence reflect the purpose of this program. Congratulations to Rece and Kendal on this well-deserved achievement!

As we continue our transition to NorthRock, we are grateful for their support in continuing this school year's scholarship tradition. We believe education creates opportunities that extend far beyond the classroom, and we are honored to celebrate students who are helping shape the future!

👉 Make sure you follow NorthRock Partners for company updates, community initiatives, and more.

We’re proud to announce that Vantage Financial has joined NorthRock Partners! This partnership expands our resources and supports our ongoing approach to comprehensive, personalized planning.

Follow NorthRock Partners to stay up to date on what this means for you.
👉 northrockpartners.com

Our South Dakota and Wisconsin teams enjoyed connecting with our March Student Athletes of the Month: Connor Zens (Redfield HS) and TJ Platz (Brookfield East HS). Both of these talented multi-sport athletes demonstrate incredible dedication, academic excellence, and strong community leadership.

Join us in celebrating their hard work and many accomplishments by reading their student spotlights on the Vantage website:

Connor Zens: https://vantagefinancialwi.com/scholarship/huron-student-athletes/connor-zens-march-athlete-of-the-month/
�TJ Platz: https://vantagefinancialwi.com/scholarship/elm-grove-student-athletes/tj-platz-elmbrook-athlete-of-the-month/

Congratulations Connor & TJ!

Please join us in wishing Wealth Advisor Adam Walter, CFP®, a very happy birthday!

For the past seven years, Adam has been a trusted guide for our clients, walking alongside them through complex financial planning, investment strategies, and thoughtful tax planning with care and clarity.

What truly sets Adam apart is the genuine connection he builds with those he serves. He treats every client relationship like family, approaching each plan with integrity, attention, and a deep sense of responsibility.

That commitment extends well beyond the office. As an avid outdoorsman, Adam enjoys sharing his passions with clients, whether it is time spent hunting or fishing, creating meaningful experiences and lasting relationships along the way.

Adam, we are grateful for all you do and the way you live out our client-first philosophy every day. Wishing you a fantastic year ahead!

Join us in celebrating Adam!

Happy Birthday to our wonderful Executive Administrative Assistant, Dawn Anderson!

Dawn takes exceptional care of our Youngstown clients, delivering thoughtful service, great attention to detail, and a genuine willingness to lend a hand wherever it’s needed.

We’re so grateful for all she does to support both our team and our clients each day. Please join us in sending Dawn our very best wishes for a fantastic birthday and a year ahead filled with happiness!

Congratulations to TJ Platz, our March Elmbrook Student Athlete of the Month!
A Brookfield East Senior, TJ has shown what it truly means to lead with character—maintaining a 3.917 GPA, earning Academic All-State honors, and competing across football, basketball, and golf. But what sets TJ apart is his resilience. After battling injuries that sidelined him for two seasons, he never stopped showing up for his team and went on to earn 1st Team All-Conference recognition.

Congratulations to TJ and the Brookfield East Varsity Basketball team on an incredible season!

Read TJ's full student athlete spotlight at the link below.

https://vantagefinancialwi.com/scholarship/elm-grove-student-athletes/tj-platz-elmbrook-athlete-of-the-month/

This St. Patrick’s Day, we’re reminded that good fortune isn’t just found—it’s built over time. Our team is here to walk alongside you, helping you grow, protect, and plan for what matters most.
Happy St. Patrick’s Day from all of us at Vantage.