Vantage Pointe Team

571 Monon Blvd Suite 150

Carmel,

IN

46032

About the Vantage Pointe Team

We help families simplify their financial lives by crafting personalized strategies to grow and preserve their wealth. Acting as their financial guide, we empower them to feel confident about today while staying on track for tomorrow.

Whether it’s building generational wealth, navigating complex tax landscapes, or aligning their investments with their values, our team stands ready to deliver integrated advice across every dimension of their financial life. It’s not just about managing assets—it’s about empowering decisions, preserving legacies, and crafting a future that reflects their vision.
 

Wealth Enhancement welcomes FPG Private Wealth

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Advisory Team

Tim Johnston

Senior Vice President, Financial Advisor

Andy Moulton

MBA
Senior Vice President, Financial Advisor

Don Penn

CFP®, PPC®
Vice President, Financial Advisor

Client Service Team

Kim Sherfick

Team Operations Manager

Julie Young

Senior Client Service Associate

Shelby Rebuck

Senior Client Service Associate

Jayden Loftin

Client Service Associate

Resources from our team

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Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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Team locations

Carmel, IN
571 Monon Blvd Suite 150, Carmel, Indiana, 46032
Lafayette, IN
216 N 6th St, Lafayette, Indiana, 47901