top of page

Our Team

We, here at Vantage, value the same things you do—family, community, health and overall balance. We genuinely enjoy working with each other and look forward to providing you with the best possible experience. We take our fiduciary responsibility seriously, which means our clients come first.

David “Val” Fernelius

David “Val” Fernelius

CFP®
Managing Partner, Financial Advisor

Tom O’Brien

Tom O’Brien

CFP®, CLU®, ChFC®, MBA
Managing Partner, Financial Advisor

Paula Aquino

Paula Aquino

Client Services Specialist

Brandy Navarro

Brandy Navarro

CFP®, ChFC, CLU
Managing Partner, Financial Advisor

Sarah Kardavani

Sarah Kardavani

Director
of Operations

Christina Gann Munguia

Christina Gann Munguia

CFP®, MSFP
Director of Financial Planning

John Lee

John Lee

CFP®, MBA
Managing Partner, Financial Advisor

Mitone Griffiths

Mitone Griffiths

Financial Advisor

bottom of page