We’re excited to announce that Patrick Yazhari, CFP®, has been promoted to Lead Advisor at Vista Capital Partners. Since joining Vista in 2019, Patrick has demonstrated exceptional dedication to helping clients achieve their financial goals through thoughtful, personalized advice and meticulous planning skills. His deep expertise and calm, steady approach have made him a trusted resource for both clients and colleagues.
“Patrick has exemplified the qualities needed to make for a successful Lead Advisor,” said Lindsey Williams, Chief Client Officer. “He takes time to understand his clients’ needs and goals in order to deliver customized advice. I’ve been fortunate to work with Patrick and see firsthand the thought and care he puts into serving our clients and know that he’ll continue to excel leading clients of his own.”
Please join us in congratulating Patrick on this well-deserved promotion! We’re confident he will continue to make a meaningful impact on our clients, community, and the Vista team.
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