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.
Meet Your Team
Our clients are driven and ambitious in what they pursue—and we’re just as single-minded in helping them realize their vision.
Guided by a shared set of values, we promise to act with integrity, strive for simplicity, be passionate, and demand excellence in our relationship. We’ll also be sure to enjoy the journey—and will encourage you to do the same.
Quite simply, we are 25 people who live and breathe what we do.
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.
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.
Anika leads Vista’s financial planning team, which provides advisors and clients with the latest research, tools, and resources to make informed, value-driven decisions. Always up for adventure, Anika can be found whitewater rafting, backcountry snowshoeing, and chasing after her twins.
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.
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