How does Aenea help clients reach their goals? By ensuring they are invested in accordance with their objectives. A fan of logic puzzles, clean energy podcasts, and travel, Aenea also enjoys cooking, plays classical piano, and is scuba certified.
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 28 people who live and breathe what we do.
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.
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.
Dougal oversees Vista’s financial planning and investment advice that leads to an exceptional client experience. 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.
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.
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.
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.
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.
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.
We have answers.