We are vantage Point Financial

Nick Reiland is the co-founder and managing partner at Vantage Point Financial, where he helps successful individuals and families navigate the complexities of wealth, retirement, and tax-efficient financial planning. With over 20 years of experience and a passion for leading, not just advising, Nick and his team partner with clients to create strategic financial roadmaps that empower them to live boldly and with confidence. Specializing in comprehensive tax strategies and retirement planning for high-net-worth individuals, Nick brings clarity to the financial decisions that matter most. His approach is built on trust, transparency, and leadership, ensuring that every client receives personalized guidance tailored to their unique goals. Originally from Iowa, Nick earned his Bachelor’s Degree in Finance from the University of Iowa, with minors in Economics and Accounting. He holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®) designations, along with multiple securities and insurance licenses. Nick, his wife Shannon, and their three children, Hayden, Lainey, and Tessa live in Naperville, IL. Outside of work, he enjoys golfing, traveling, attending sporting events, and spending quality time with his family. Nick and his team are dedicated to simplifying financial complexities so clients can focus on what truly matters—living life on their terms.

Tim Kuntz is a co-founder of Vantage Point Financial, a CERTIFIED FINANCIAL PLANNER™, and co-author of *Elevate Your Retirement*. With a finance degree from Illinois State University and a diverse background spanning estate planning, comprehensive financial planning, tax management, investment strategy, and firm operations, Tim brings a rare breadth of insight and a deeply personal approach to guiding clients and the team at VPF. Tim’s early exposure to the complexities – and often the shortcomings – of the financial services industry sparked a vision for something better: a firm built not only on highly detailed financial strategies, but also on transparency, education, and genuine partnership with the families and individuals they serve. That vision became Vantage Point Financial. Today, he leads clients through the Elevated Retirement Plan™, a proprietary process rooted in detailed tax planning, income strategies, investment alignment, insurance and legacy planning, and the psychology of money. Alongside the VPF team, Tim is passionate about helping people transform uncertainty into clarity – so they can live not just comfortably, but boldly beyond what they thought possible. Born and raised in Wheaton, Illinois, Tim continues to live and work in the wonderful communities surrounding Vantage Point Financial. Though he once dreamed of mountain towns or coastal escapes, he’s built a family and business close to home. Tim and his wife Andrea are raising two energetic boys, Theo and Noah, who keep them busy and inspired. The family loves to travel together and enjoy simple joys like Friday night family dates. Outside the office, Tim is passionate about philanthropy, music, photography, comedy and emerging technology. But his deepest motivation has always been helping others. He believes personal finance is about more than maximizing numbers – it’s about making intentional decisions that support a life of purpose and dignity.

Donald Robinson is a financial advisor for Vantage Point Financial. In his role, Donald provides ongoing advice to clients and oversight into their financial plans, helping to ensure their plans accomplish their goals and address their concerns. Donald has his Chartered Life Underwriter designation. He is also an ordained minister and has extensive leadership experience serving non-profit organizations in addition to providing comprehensive financial planning and advisory services. Donald’s goal is to help clients gain peace of mind, knowing the Vantage Point team is always there for support. Donald grew up in Chicago, Illinois. Much of his free time is focused on actively mentoring his son and helping him train for his sports. Donald also enjoys spending time with family and friends, encouraging others, and watching U.S. athletes compete in track and field.

As a Financial Advisor with Vantage Point Financial, Sophia Tronolone’s primary responsibility is to help clients build a solid foundation for financial success. She dedicates time to get to know clients and understand each family’s unique situation. Sophia is committed to going the extra mile when assisting lead advisors in creating holistic, in-depth financial plans designed to help clients feel more confidence in their financial future. Sophia joined Vantage Point Financial to be surrounded by people who are driven to help others achieve financial literacy and pursue their financial goals. She is a lifelong learner herself. Sophia has a Bachelor of Business Administration in finance. She holds her SIE license and Series 65 license. She also plans to pursue her CERTIFIED FINANCIAL PLANNER® designation. In Sophia’s free time, she enjoys spending time with friends and family, traveling, thrifting and upcycling clothing and treasures, and trying out new coffee shops.

Ashley Currie is Vantage Point Financial’s director of new business operations. In this role, she’s often the first point of contact between prospective clients and Vantage Point. Ashley is dedicated to orchestrating a seamless journey for prospective clients to transition into clients. She’s intentional in the firm’s communications, gift giving and events (educational and entertainment). Ashley graduated from Carthage College with a degree in criminal justice and psychology. For 14 years, Ashley worked in a high-stress environment within the health care and mental health departments of the Illinois prison system. In this role, she led a team of over 300 medical professionals, a challenging role with very little in the way of work-life balance. By joining Vantage Point Financial, she was able to leverage her management expertise in a new role with better work-life balance and opportunities for personal and professional growth. She’s particularly drawn to Vantage Point Financial’s values, standards and the meaningful impact she’s able to make for prospective clients and clients. Ashley is married with three children who are very active in competitive sports. At this stage in her life, her favorite thing is being their biggest cheerleader and support system. She has three hound dogs. In her free time, she enjoys traveling to the beach or her favorite “quick trip” vacation spot—Nashville. She also loves live music, planning events and letting her creativity shine.

As a Business Development Specialist at Vantage Point Financial, Julie focuses on connecting potential clients with the right advisor so they can start their financial journey with confidence. She’s passionate about building relationships, identifying opportunities, and helping people experience the peace of mind that comes from a clear financial plan. With a background in operations and client service across finance, fitness, and healthcare, Julie brings a unique blend of organization, empathy, and results-driven focus to her work. Her career has always centered on supporting others—whether managing complex details behind the scenes or ensuring clients feel heard and cared for every step of the way. Originally from Maryland, Julie moved to Philadelphia after college and now calls Chicago home. She lives in Ravenswood, where she fosters cats and helps lead a virtual women’s kettlebell group. In her free time, she enjoys long runs, yoga, and listening to audiobooks.

Brennan Ball is a paraplanner for Vantage Point Financial. In this role, he supports the creation of customized financial plans tailored to each client’s unique goals and circumstances. Brennan works alongside advisors to address key areas of financial planning, including retirement income strategies, investment management and tax efficiency. Brennan has a degree in communications. Before transitioning to financial services, he worked as a college football coach and support staff member. Coaching taught him the importance of preparation, clear guidance and long-term vision—skills that seamlessly translate into financial planning. Just as he helped lead teams to success during his coaching career, Brennan now guides clients with the same level of dedication and care, helping them make informed decisions with the goal of unlocking their full potential. Brennan is originally from eastern Washington and currently lives in the Lisle, Illinois area. Outside of work, he enjoys attending sporting events, fishing, and staying active. His greatest joy is spending quality time with his daughter, Marcella, and creating meaningful memories together.

As a Paraplanner at Vantage Point Financial, Luke Mroz brings over a decade of experience in financial services to his role in supporting the planning team and preparing personalized financial reports. Before joining Vantage Point, his career began with a mission-driven nonprofit that organized trips for World War II veterans to visit the memorial in Washington, D.C.—an experience that ignited his passion for making a meaningful impact in people’s lives. Luke’s dedication to client service, financial planning, and lifetime relationship-building reflects Vantage Point’s vision to empower clients to achieve more than they ever thought possible. Originally from Elk Grove Village, Luke still lives in the northwest suburbs of Chicago with his high school sweetheart, Ashley, and their three boys. On the weekends, you’ll find him coaching youth sports, attending games, or enjoying time outdoors.

As the Operations Manager at Vantage Point Financial, Grace Perez ensures the firm runs efficiently behind the scenes so the team can focus on delivering exceptional service to clients. From streamlining processes to overseeing administrative functions, she thrives on creating structure and efficiency while enhancing the overall client experience. With a Bachelor of Science in Business Management and over a decade of experience in office management and operations, Grace has a keen eye for organization and process improvement. Her background is in healthcare management and later in employment services working with a state-funded grant in Illinois to help young adults with special needs gain employment skills and career opportunities. These experiences refined her ability to navigate complex systems, improve workflows, and support dynamic teams. Grace and her husband love hosting friends and family, often bringing people together over great food and conversation. As a mom of two daughters, she embraces adventure, whether traveling to new destinations, sitting around a bonfire, or hitting the trails for a hike. A coffee enthusiast and avid reader, she enjoys discovering charming coffee shops where she can unwind with a good book.

As Executive Assistant at Vantage Point Financial, Amy Gates plays a vital role in supporting the firm’s co-founders and helping bring the company’s mission to life: to educate, elevate, and empower clients as they navigate their financial journey. With over a decade of experience in the financial industry, Amy brings a collaborative presence to Vantage Point Financial’s leadership team. As Executive Assistant to the firm’s co-founders, she ensures the daily rhythm runs seamlessly coordinating priorities, supporting strategic initiatives, and maintaining clear communication across teams. Originally from the Big Island of Hawaii, Amy now lives in Naperville, Illinois, with her husband and three children. he brings a touch of aloha to the Midwest and enjoys experiencing all four seasons, attending local events, and spending time outdoors with her family.

As the client service manager, Naomi helps manage the operational details of clients’ experiences with Vantage Point, including new client onboarding and account opening, account transitions and transfers, life insurance and annuity applications and general client servicing requests. Essentially, she takes the plans that advisors craft to meet clients’ unique financial needs and brings them to life. Naomi has a diverse skillset and experience that demonstrates her commitment to continuous learning and growth. She has a master’s in business administration from Olivet Nazarene University and a bachelor’s degree in athletic training from Lewis University. Before joining Vantage Point, she served as a program manager for a Nashville nonprofit and lived and worked in Tianjin, China. She joined Vantage Point Financial in 2022, drawn by shared values and commitment to helping clients achieve their financial goals. Naomi and her fiancé, Felipe, have two dogs—an American pit bull mix named Gordo and a French bulldog named Henry. She loves spending time with her family and pups, planting and gardening, hiking, traveling, and cooking new recipes.

Shea Brown works on the client service team to ensure the financial plans built by Vantage Point Financial’s advisor team are executed in an accurate and efficient manager. As a client service specialist, Shea is committed to concierge level service. She’s proud to advocate for each client to ensure they receive the answers they deserve regardless of how big or small the task may be. Shea has a Bachelor of Science in Business Management and a minor in marketing. Prior to joining Vantage Point, she worked in the hospitality industry to curate and market live entertainment events. Shea is a communicator, a problem-solver and a relationship-builder. She joined Vantage Point to join a team equally dedicated to helping clients feel heard, valued and confident in their financial future. Shea enjoys spending summers on the lake, camping with family and friends. She also has a cat named Snow…she’s a diva!

As a client service specialist for Vantage Point Financial, Emily Rubio manages the intricate details of client accounts while building warm, supportive relationships that empower clients to dream bigger. Her role has both operational and administrative elements and she supports both advisors and clients with paperwork, transactions and relationships. Emily’s professional background includes public service, technical support and administrative roles. She spent over six years working as a 911 dispatcher and four years as an accounting assistant. She also has IT and technical support experience. Emily’s diverse experience has allowed her to master communication, interpersonal skills, empathy, multitasking and precise attention to detail. She’s currently pursuing an accounting degree, demonstrating her commitment to continuous professional development. Emily is a dedicated mother of two daughters. She enjoys travel, and her love for road trips has led her to visit 48 states. Her free time is filled with continuous learning through higher education, reading and music.