Meet Your Team

Since co-founding Vista in 2001, Doug has impacted every facet of the company with his vision and drive. When he’s not shooting hoops with his three boys, he’s transforming public education through the Beaverton High School Success Fund.

Michael believes all successful client relationships are based on trust. He’s been nurturing that trust since co-founding Vista in 2001. Michael knows a bit about teamwork, too, having coached each of his four boys’ football, basketball, and baseball teams.

Dougal leads Vista’s investment team, which is responsible for how we build and manage client portfolios. When he’s not running after his three daughters, Dougal likes to volunteer his time reducing food waste and hunger in our community.

In addition to leading the implementation of Vista’s tools and technologies, John manages Vista’s professional recruitment and management efforts. To relax, John enjoys nothing more than a family ski day or playing tennis with one of his three daughters.

Tana builds Vista’s unique work environment and culture from the inside out. Off hours, when she’s not devoting time to Project Lemonade or the Leukemia and Lymphoma Society, she likes to hike, do yoga, and spend time with loved ones.

Doug’s favorite part of his work is helping clients achieve a balance between saving for the future and living comfortably day-to-day. At home, Doug enjoys watching his kids play basketball, soccer, and baseball. He’s also a SMART reading wiz.

Making time to listen and build a connection with clients is Lindsey’s first priority. To relax, Lindsey loves to host dinner parties for friends or choose the next destination to explore with her husband and two daughters.

Whether he’s uncovering a key piece of financial data or explaining a complex tax law, Rob is a go-to resource at Vista. Off hours, Rob enjoys trail running with a great podcast and savoring home-cooked meals with family and friends.

Amanda’s drive to continually learn and challenge herself is evident in the way she educates and empowers clients. To recharge, Amanda loves to cheer on her two daughters—usually from the side of a soccer field or swimming pool.

Gordie’s calm voice of reason has made him invaluable to Vista. He has a knack for taking on client concerns with clear-sighted assurance. Enjoying life’s moments—both large and small—with his wife and three children keeps him grounded.

Julia’s remarkable ability to understand a client’s perspective—and make a positive impact on their life—makes her a valued part of our advisory staff. When she’s not making a difference at Vista, Julia enjoys music, international travel, and exercise.

Jon thrives on helping clients define what’s truly important to them and build plans to achieve their goals. To recharge, Jon enjoys running, cycling, woodworking, and exploring Portland with family and friends.

Andy’s affinity for building and executing well-organized plans runs deep, as does his unfailing belief in Vista’s investment approach. When he’s not busy advising clients, you might find Andy enjoying a run along Portland’s waterfront.

Passionate about helping people achieve their goals, Lyndsi provides strategic portfolio management and thoughtful financial planning to tailor plans to client needs. Outside of work, you’ll find Lyndsi outdoors—gardening, running, snowboarding, or hiking with her Aussie shepherd.

Living in Zambia taught Chris how to put things into perspective, discern what’s within his control, and focus on what brings meaning to life—insights he regularly taps into at Vista. Outside the office, Chris enjoys traveling and hiking.

To Patrick, exceptional service starts at square one—learning who clients are, what they value, and where they’re headed. When he’s not hiking with his fiancé and their golden retriever, Patrick cheers on the Blazers and the Beavers.

Conscientious and positive, Erika embraces Vista’s fun culture and atmosphere of learning and growing to bring her best to clients. Outside the office, Erika balances her love of Monopoly with camping trips and ski days with her two boys.

Kayla has mastered the art of taking care of myriad details, allowing clients to focus on other important areas of their lives. When she’s not delighting clients, Kayla enjoys hiking and seeking out Portland’s best brunch.

With a heart for helping, Kate routinely taps into her superpower—listening—to help create happier lives for our clients and community. Taking an international trip each year with her husband is one way she makes her life happier.

Delivering excellent service is Emily’s top priority as she efficiently attends to client requests. When she’s not working, you’ll find Emily at Zumba, practicing her photography skills, spending time with friends, or enjoying gluten-free dining in Portland’s many restaurants.

Vista’s chief storyteller, Anna draws on her background in economics and marketing to bridge the worlds between numbers and words. Off hours, Anna enjoys long runs, visiting farmer’s markets, and spending time on the beach with her German Shepherd, Roman.

Laurie keeps our books and maintains our internal systems, but helping clients enjoy all they’ve worked so hard to achieve is always top of mind for her. To unwind, Laurie likes to knit or hike Oregon’s beautiful mountain trails.

Working behind the scenes, Jordan keeps Vista running efficiently, creating seamless experiences for clients. Adventurous at heart, Jordan loves to visit new countries, check out new restaurants, and try her hand at novel art mediums.

Ready with a smile and friendly greeting at our front desk, Karen feels blessed to work for a company that gives back to our community. Entertaining friends and family, cooking, dancing, and traveling is how Karen lives her best life.