Broker Check

Team

 

Matthew Gentry, CFP®

Certified Financial Planner

(979) 704-6164

[email protected]

I often tell people that I have one of the most fulfilling jobs in the world. As a financial advisor, I have been given the opportunity to impact the success of the clients I serve. Very early on in my career, I learned that my job was...
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Melissa Keller

Client Services Manager

I’m the client services manager for VisionPoint, and have 10 years of experience in supporting both the advisor and client. I support the team on a variety of investment, insurance, and customer communication projects. With a strong...
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David Suntken, CIMA®

Senior Investment Officer

David is a Certified Investment Management Analyst (CIMA) ® and has been in the investment industry for over 22 years. Before co-founding Trend Financial, he worked for Edward Jones and Piper Jaffray. David has teamed up with...
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James M. Mars, ChFC, CFP™

Managing Partner

I began my career in 1975 as an advisor with Mass Mutual and learned early on that the success of a business is measured by its ability to succeed into future generations. By 1981, I was compelled to launch my own practice in the...
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Andrew Susain

Financial Advisor / Partner

I began my career in the financial services business in 1995 with my current company, VisionPoint Advisory Group. My experiences have affirmed the following for me: “You do the right thing for people, and good things will happen.” I’ve...
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Jim Waggoner (JW)

Financial Advisor / Partner

I began my career in 1987 in Sioux Falls, South Dakota, in life insurance sales. My very first mentor, who was also my boss, taught me the value of relationships and the meaning of teamwork. I’ve learned to embrace the change that...
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Pete Peterson, AIF®

Financial Advisor / Partner

I began my financial services career in 1999 at Principal Financial Group fresh out of college. I earned a bachelor’s degree in international business/business economics from Northern State University in Aberdeen, South Dakota, and...
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