President and Founder
As president and founder, David fused together his extensive and diverse educational and professional backgrounds to form our firm, Vantage Point Financial.
David's career in finance began in international consulting for companies including Tyco International, General Electric, and Citicorp.
He began his career in financial guidance by working for a major national wirehouse. It was there that he learned firsthand the limitations of clients investing through a large investment firm, which prompted his decision to found Vantage Point Financial.
David teaches finance and economics in both the undergraduate and MBA programs at the Boston University School of Management. His courses at Boston University include investments, economics, financial management, and risk management.
David was born and raised in the Midwest as one of 10 children. After completing his bachelor's degree at Bowling Green State University, David went on to complete his MBA in marketing and international business at the University of Cincinnati, and a master's in German literature from Bowling Green State University. David's academic pursuits did not stop there. He went on to earn his doctorate in finance and economics from Boston University, where he was inducted into Beta Gamma Sigma as the top of his doctoral class.
Ashley Ott, CFP®, AIF®
Ashley serves to help clients achieve the power of financial security and independence in their lives.
Ashley joined Vantage Point Financial in July 2012 as a client services manager. She is responsible for the full range of daily activities that keep a busy Boston office and financial planning practice running smoothly.
Since becoming a partner, Ashley helps guide business owners, professionals, executives, and retirees with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies.
Ashley received her BS in psychology from Harvard University and also received her Certificate in Financial Planning from Boston University. She holds FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®.
Ashley lives in Boston with her husband, Tyler. When Ashley is not at the office she enjoys spending time with her family, playing ice hockey, golfing, reading, and traveling.
Ashley is an active member of the Financial Planning Association Massachusetts Chapter. The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S.
Ashley is a CERTIFIED FINANCIAL PLANNER™ professional. The certification comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as CFP Board's Standards of Professional Conduct, which are rigorously enforced.
CFP® professionals are required to uphold their certification through continuing education. CFP® certification is the most recognized in the industry for personal financial planning—and only 17% of all financial advisors in the industry can claim this distinction.
Client Services and Outreach Officer
Joanna comes to Vantage Point Financial with more than 12 years of management and operational experience. Most recently, Joanna worked as a group manager at a recruitment firm in Boston. She oversaw a team that ran talent acquisition efforts for the Colleges of the Fenway, Blue Cross Blue Shield of Massachusetts, and TripAdvisor. Before recruiting, Joanna worked as a store manager for the Container Store in several of their locations, including New York City; Orlando, Florida; and Chestnut Hill, Massachusetts.
Joanna began her career (and her love of customer service) after completing a college internship at Walt Disney World in Orlando, Florida. During her time with Disney, she worked on attractions such as the Haunted Mansion and the Jungle Cruise.
Originally from Charlotte, North Carolina, Joanna now lives in Waltham with her wife, Courtney.
In her free time, Joanna enjoys performing in plays and musicals in local community theaters. Joanna is currently taking voice lessons and has previous dance and theater experience. She is also an avid coin collector, loves animals, loves cooking (and wine), and exploring nature.
Joanna is thrilled to be a part of the Vantage Point Financial team!
Research Analyst Intern
Jade is the newest member at Vantage Point Financial. Originally from Alaska, she moved to the East Coast in 2016 to attend school and play hockey at Endicott College in Beverly, MA. Jade is currently a senior at Endicott working towards a degree in finance and marketing.
Working as a research analyst intern, Jade looks forward to expanding her knowledge of the financial services industry as she prepares to graduate in May. Going forward, her goal is to become a financial planner. We are excited to be a facilitator in her pursuit!
In her free time, Jade enjoys playing hockey, traveling, and being adventurous.