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
Ben MacKinnon
Andy Darkins
Bree Sportelli
Becca Marvin
Bria Lin
Brooke Thompson
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’s 20th annual Wealth Symposium
Celebrating 20 years of Vista’s Wealth Symposium, we dug into new ideas to help clients plan with confidence— including what that Monte Carlo “success rate” really says about your retirement.
Tariffs, tensions, and staying the course
Tariffs create headlines and lots of buzz—but history shows minimal long-term impact for investors. So what’s the best approach for investors to take when short-term noise about tariffs and trade […]
Navigating wealth transfer: Insights from our panel discussion
Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.
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