David as Associate Professor
The Firm's Early Roots
After earning his doctorate in finance and economics from Boston University, David Griswold began his career in academia, teaching investments at institutions including Simmons University, Boston University, and Reykjavik University. His academic background shaped the firm’s early emphasis on disciplined investment thinking and client education.
In 2002, David founded Vantage Point Financial with a vision of creating a firm grounded in independence, integrity, and learning. From the beginning, the firm served as a training ground for aspiring financial professionals, offering internships and mentorship opportunities to students from around the world.
The Next Chapter: Ashley Ott’s Leadership
Ashley Ott joined Vantage Point Financial in 2012 and quickly discovered a passion for financial planning and working closely with clients. Over the years, she developed deep expertise in retirement planning, investments, and long-term financial strategy, earning her CERTIFIED FINANCIAL PLANNER® designation through Boston University’s program.
As her responsibilities expanded, Ashley became increasingly involved in firm leadership, advisor development, and long-term strategy. She was recognized nationally as one of Investment News’ 40 Under 40* for her contributions to the financial planning profession.
Today, Ashley is the sole owner and Chief Executive Officer of Vantage Point Financial. She oversees the firm’s strategy, advisory team, and client experience, ensuring clients receive thoughtful, personalized financial guidance aligned with their long-term goals. Ashley is focused on sustaining the firm’s founding values while guiding Vantage Point Financial into its next chapter.
*2019 Investment News 40 under 40, created by Investment News. Presented in June 2019, based on data gathered in 2019. Over 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
Ashley, Joanna, and David at Ashley's "40 Under 40" Celebration (2019)
A Collaborative Team Approach
Vantage Point Financial operates with a collaborative team structure designed to deliver comprehensive financial planning and a high-touch client experience.
Joanna Long, Associate Advisor, works closely with clients on financial planning and investment strategy. Joanna joined Vantage Point Financial in 2019 and brings a strong foundation in planning, client relationships, and execution. She holds her FINRA Series 7 and 66 licenses.
Taryn Rich, Director of Operations & Client Service, leads firm operations and oversees the client service experience. Taryn joined the firm in 2024 and brings a background in higher education, with a focus on systems, process improvement, and inclusive client engagement.
Brooklyn Lamb, Client Service & Outreach Associate, joined Vantage Point Financial in 2025. Brooklyn supports client service, communication, and outreach initiatives, aiming to ensure a consistent, responsive, and high-quality client experience.
Together, the team combines deep planning experience with operational excellence to support clients at every stage of their financial lives.
