Team | Vantage Financial Group

Bryan Montenegro

Managing Partner

Bryan is the Managing Partner of Vantage Financial Group. Bryan helps businesses and families achieve their goals by bringing expertise, education, and clarity to the clients he serves.

Whitney Key

Financial Professional

817-347-4004

whitney@vantagefinancialgroup.org

Whitney brings a unique perspective to financial planning with her background as a high school math teacher and coach for 14 years. Her time in education instilled in her a deep appreciation for hard work, dedication, and the...

Emily McKay

Executive Assistant

817-347-4018

emily@vantagefinancialgroup.org

Emily serves as the Executive Assistant to Financial Advisor Bryan Montenegro at VFG. In this role, she manages the operational and administrative functions of the practice, providing support for both client service and advisor...

Trust

Building trust is essential for our team in fostering security for our clients. By prioritizing transparency and integrity, we focus on developing lasting relationships that encourage collaboration and respect.

Loyalty

Loyalty is paramount in building strong and meaningful relationships with our clients. We understand how important it is to be reliable, trustworthy, and mindful of what is most important to you. Our goal is to guide you and those you care about most throughout all stages of life.

Service

Our team is deeply committed to exceptional client service, fueled by a dedication to supporting you and your goals. We focus on going above and beyond while being mindful of your day-to-day commitments.

Teamwork

We place a strong emphasis on collaboration and teamwork. Fostering strategic partnerships to ensure our clients are fully serviced. Whether you already work with professionals or you are just embarking on your financial planning journey, our goal is to be a meaningful resource you can count on