We live and breathe what we do
We’re a team of 30+ skilled professionals single-minded in helping you realize your vision. Passionate and curious with a diverse range of skills and expertise, we firmly believe in enjoying the journey — and encourage you to do the same.
Alex Canellopoulos
Andy Darkins
Ben MacKinnon
Bree Sportelli
Bria Lin
Cara Miller
Chris Asbury
Doug Post
Dougal Williams
Emily Howell
Eric Yan
Erika Farleigh
Jeremy Wang
Jess Allison
Joe Rayburn
John Convery
Jon Gannon
Julia Tierney
Karen Youngs
Katherine Backus
Kayla Marvin
Kelsey Hall
Laurie Westby
Lindsey Williams
Michael O’Reilly
Monique Kellerman
Nicole Wilson
Patrick Yazhari
Preston Collins
Rob Greenman
Tana Thomson
Terrence “TJ” Daniel Jr.
Vanessa DeHaan
Open Positions
We’re always on the lookout for talented people to join the Vista team! Explore our open positions or apply directly using the links to the right.
Vista is currently recruiting for an Advisor.
Should you count on Social Security?
Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.
Mutual fund star ratings: More fiction than fact
Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.
Don’t Let Imposters Part You From Your Money
Scammers are getting smarter. Protect yourself from the schemes that trick millions into losing billions every year.
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