What first drew Jon to Vista is the same question we’ve been asking since 2001: What would I do if it were my money?
“Putting ourselves in our clients’ shoes and giving thoughtful, no-strings-attached advice is, unfortunately, not what you typically see in the financial services industry. It’s incredibly refreshing.”
Serving as Portfolio Manager at Vista allows Jon to do exactly that. His drive to sharpen and expand his skills is inspiring, and his passion for our work is contagious.
What fulfills Jon most is the opportunity to help clients define what’s truly important to them, then help build a plan to achieve those goals.
Outside the office, he enjoys running, cycling, woodworking, and exploring Portland with his family and friends.