Who We Are

Ashley Ott leads Vantage Point Financial as Chief Executive Officer, overseeing the firm’s strategy, advisory team, and client experience. She is responsible for setting the firm’s direction and ensuring that clients receive thoughtful, independent financial guidance aligned with their long-term goals.

Ashley works closely with clients and advisors to deliver comprehensive financial planning rooted in clarity, discipline, and trust. She brings a deep commitment to helping individuals and families make confident decisions around retirement, investments, and long-term financial security.

As the firm’s leader, Ashley is focused on sustaining the values on which Vantage Point Financial was founded while guiding the firm into its next chapter. She emphasizes collaboration, professional development, and a strong planning culture that supports both clients and the advisory team.

Education:

• Bachelor of Arts, Concentration in Psychology —Harvard University, Cambridge, MA
• Certified Financial Planner Certificate Program —Boston University, Boston, MA

Designations & Licenses:

• CERTIFIED FINANCIAL PLANNER^® Professional
• FINRA General Securities Representative (Series 7)
• NASAA Uniform Combined State Law Examination (Series 66)
• Massachusetts Life Insurance License
• Accredited Investment Fiduciary^® (AIF^®) Designee

Professional Associations:

• Financial Planning Association (FPA)

*2019 Investment News 40 under 40, created by Investment News. Presented in June 2019, based on data gathered in 2019. Over 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Before joining Vantage Point Financial in 2019, Joanna enjoyed a career of more than 12 years in management and operational roles. Most recently, Joanna worked as a group manager at a recruitment firm in Boston. She oversaw a team that ran talent acquisition efforts for the Colleges of the Fenway, Blue Cross Blue Shield of Massachusetts, and TripAdvisor. Before recruiting, Joanna worked as a store manager for The Container Store in several of their locations, including New York City; Orlando, Florida; and Chestnut Hill, Massachusetts.

Joanna began her career (and her love of customer service) after completing a college internship at Walt Disney World in Orlando, Florida. During her time with Disney, she worked on attractions such as the Haunted Mansion and the Jungle Cruise.

Originally from Charlotte, North Carolina, Joanna now lives in Natick with her wife, Courtney, and their cat, Hazel.

In her free time, Joanna enjoys performing in plays and musicals in local community theaters. Joanna is currently taking voice lessons and has previous dance and theater experience. She is also an avid coin collector, loves animals, loves cooking (and wine), and exploring nature.

Joanna is thrilled to be a part of the Vantage Point Financial team!

Education:

• Bachelor of Arts, Concentration in Communications
  
  • Boston College, Chestnut Hill, MA
  • University of North Carolina at Charlotte, Charlotte, NC
  • Wingate University, Wingate, NC

Taryn comes to Vantage Point Financial after working in higher education for the past seven years as the Associate Director of Institutional Initiatives at the Tuck School of Business at Dartmouth. During her time at Tuck, she worked in a variety of roles with the Deans’ Office primarily focused on teaching and learning initiatives and Diversity, Equity, and Inclusion. Prior to Tuck, Taryn worked at Boston Children’s Hospital as a researcher and administrator with the Developmental Medicine Center.

Originally from Connecticut, Taryn relocated to Boston to get her degree in Psychology from Boston University where she also met her husband Phil. Eventually, Phil and Taryn moved to New Hampshire and then Vermont and spent 7 years living in the Upper Valley before returning to the Boston area. Together, they have two children. In her free time Taryn is attempting to improve her golf game, is an avid reader, and enjoys playing platform tennis, skiing, and traveling with her family.

Brooklyn comes to Vantage Point Financial after earning her Master of Science in 
Management in Entrepreneurial Leadership from Babson College. While at Babson, she 
was a member of the varsity field hockey team and completed a three-month internship at 
Northwestern Mutual as a Recruiting Coordinator, where she first gained experience in the 
professional world of finance.

Prior to Babson, Brooklyn earned her Bachelor of Science in Communication from Boston 
University. During her time at BU, she was a member of the varsity field hockey team and 
served on the team’s leadership council for three of her four years in the program.

Having spent most of her life in and around the city, Brooklyn continues to reside in Boston. She enjoys spending time at the beach in York, Maine, and remains active in the field 
hockey community by continuing to play and helping train young athletes aspiring to 
compete at the high school and collegiate levels. She is also passionate about her ongoing 
work with TaeSun, a startup she helped build at Babson. TaeSun is an aspiring nonprofit 
dedicated to reducing overdose deaths across the United States.

Meena Cheng is the founder and principal of Impact Financial based in Kirkland, Washington. She is an affiliated advisor of Vantage Point Financial.

She is a CERTIFIED FINANCIAL PLANNER® Professional with 30+ years in the financial services business. She also holds a bachelor’s degree in accounting from the University of Utah and has worked as a CPA, mostly in the tax areas.

Between 2003 and 2007, she was a personal finance newspaper columnist for the King County Journal and has appeared as a financial professional on numerous radio and television programs, including CNBC’s Power Lunch.

In 2011, 2012, 2016, 2017, 2018, 2019, 2024 and 2025, she was awarded the Five Star Wealth Manager* by Seattle Magazine.

In 2013, she won first place in the Toastmaster Area Humorous Speech Contest with the speech “Children from Mars and Venus,” a humorous speech that was based on the hilarious differences between her two children.

In 2014, she won first place in the Toastmaster Area International Speech Contest with the speech “How You Do Anything Is How You Do Everything," an inspiring speech that was based on one of her life mantras.

Since 2023, she and Ashley have worked together as each other’s affiliated partner to better serve our clients.

In her spare time, Meena is a voracious reader and an enthusiastic cook who once cooked a 50-course dinner for her brother’s 50th birthday!

*2011, 2012, 2016-2019, 2024-2025 Five Star Wealth Manager Award, created by Five Star Professional. 2025 award was presented on 2/1/2025 based on data gathered between 5/15/2024 through 11/19/2024. 3,439 Seattle-area wealth managers were considered, 106 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com

David Griswold founded Vantage Point Financial in 2002 with a commitment to independent advice, thoughtful planning, and client education.

Our beloved Bronco keeps spirits high for all clients, and employees at Vantage Point Financial. Bronco's accomplishments include, being cute, eating treats, and giving lots of love!