Corey Beal
Portfolio Manager

In the office, Corey can often be heard on the phone with clients, discussing their latest adventure. Knowing her clients are “enjoying the journey” always puts a smile on Corey’s face.

What does she like most about working at Vista?  Helping clients feel confident they are in control of their financial future. “It might take some work to get there, so we will work on a solution together,” she says.

Outside of the office, Corey loves international travel and soaking up foreign cultures.  If she’s not on the go, you can find her at a Pilates or Zumba class.

503.291.4494 | corey@vistacp.com