Forum is pleased to announce that Vantage Point Advisors has joined Forum. With more than 30 years of experience in finance, Vantage Point CEO Barbara Ray, CPA, PFS joins Forum’s partner group. In 2008, Barbara founded her Salt Lake City firm, which officially joined with Forum in January 2019.
Barbara has spent more than a decade helping investors plan for short-term needs and long-term goals by acting as their financial point person.
“Barbara brings a wealth of knowledge in the areas of tax and financial planning,” said Jonathan Rogers, CFP®, co-managing partner with Forum. “With her industry experience, Barbara strengthens Forum’s depth of experience in critical planning areas with her sharp focus on providing personalized, goal-oriented advice.”