About Us

Meena is the founder and principal of Impact Financial.

A CERTIFIED FINANCIAL PLANNER® professional with more than 30 years of experience in the financial services industry, she also holds a bachelor’s degree in accounting from the University of Utah and formerly worked as a CPA, specializing primarily in tax. 

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

She was recognized as a Five Star^SM Wealth Manager* by Seattle Magazine in 2011, 2012, 2016, 2017, 2018, 2019, 2024, and 2025.

A dedicated communicator, Meena won first place in the 2013 Toastmasters Area Humorous Speech Contest with “Children from Mars and Venus,” a lighthearted reflection on the amusing differences between her two children. In 2014, she won first place in the Toastmasters Area International Speech Contest with “How You Do Anything Is How You Do Everything," an inspiring message based on one of her guiding life principles.

In her spare time, Meena is an avid reader and an enthusiastic cook who once crafted an unforgettable 50-course dinner to celebrate 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

Ashley is the Managing Partner and Wealth Advisor of Vantage Point Financial based in Boston, Massachusetts. She is an affiliated advisor of Impact Financial.

She earned her BA in psychology from Harvard University and went on to become co-owner of Vantage Point Financial. She earned her CERTIFIED FINANCIAL PLANNER® certification from Boston University in 2015.

She was named to InvestmentNews’ 40 Under 40* in 2019 for her accomplishments, industry contributions, and leadership.

Ashley derives the energy she brings to her clients from her outside-of-work activities and lifestyle. She splits her year living both in Boston and DC with her husband, Tyler, son, Liam, daughter, Harper, and golden retriever Bronco.

When Ashley is not working, volunteering, or enjoying time with her family, you can find her playing ice hockey, hitting the links, or training for her next marathon.

*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. 

Joanna has been with Vantage Point Financial since 2019 as a client service administrator and now associate advisor. Before transitioning into financial services, she spent over 12 years in management and operational roles at companies such as Walt Disney World and The Container Store.

Outside of work, Joanna enjoys performing in local community theater productions and is currently taking voice lessons. She’s also a coin collector, animal lover, and enjoys cooking, wine, and spending time in nature.

Taryn joined Vantage Point Financial in the Fall of 2024. She has spent the past seven years in higher education as Associate Director of Institutional Initiatives at the Tuck School of Business at Dartmouth. At Tuck, she held various roles in the Deans’ Office, focusing on teaching and learning initiatives and Diversity, Equity, and Inclusion. Before entering academia, she worked as a researcher and administrator at Boston Children’s Hospital in the Developmental Medicine Center.

Outside of work, Taryn stays busy with her two children. When time allows, she enjoys improving her golf game, reading, playing tennis, skiing, and traveling with her family.

Brooklyn graduated with a Master’s in Entrepreneurial Leadership from Babson College, where she played varsity field hockey and interned at Northwestern Mutual as a Recruiting Coordinator—her first experience in the finance industry. She previously earned a Bachelor’s in Communication from Boston University, serving on the varsity field hockey team’s leadership council for three years.

A lifelong Boston resident, Brooklyn enjoys spending time at the beach in York, Maine, and remains active in the field hockey community through playing and mentoring young athletes. She is also passionate about her work with TaeSun, a startup she helped launch at Babson that aims to reduce overdose deaths across the U.S.