Meet Your Team

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.

Alex stays on top of the latest information to keep investing simple for Vista’s clients. You might find him reading history and financial literacy books in his free time, which could be on a journey to another continent.

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.

A New Jersey native, Bria ensures our systems and workflows are thoughtfully designed and efficient. She enjoys yoga, carpentry, and exploring the outdoors with her two children.

Giving clients peace of mind and confidence to pursue financial goals goes hand-in-hand with Cara’s gift for relationship building. An avid soccer fan, Cara is also a world traveler whose goal is to visit all seven continents in her lifetime.

Cedric operates behind the scenes, focusing on systems and processes to maximize the impact from Vista’s technology. To recharge, Cedric both plays and watches soccer and enjoys connecting with family and friends for game nights.

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.

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.

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.

One of Eric’s favorite things about his work is seeing clients make smart financial decisions and living their lives to the fullest. When he’s not analyzing data and working on financial plans, you can find Eric running ultramarathons. His longest distance to date is just over 120 miles.

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.

Jadah strives to change the perception that finances are scary, while building meaningful relationships with clients and helping them achieve their goals. Though she’s no longer competing, you can find her snowboarding on Mt. Hood every winter.

With a degree in economics, Jeremy is passionate about analyzing data and formulating insights. A Beaverton native, he loves exploring local food spots and playing or watching basketball.

Jess knows people often need help navigating the world of finance, and she’s passionate about helping her clients find peace of mind. Outside the office, you might find Jess scuba diving — or diving into a project in her garden.

Joe loves helping clients think critically about their options in order to make great decisions. Outside of work, he’s likely to be playing golf, traveling, or cooking a feast for friends and family.

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.

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.

Katherine loves to coach other professionals and draws upon her past experiences as an advisor, manager and analyst. Outside of work, you can find Katherine working on her pickleball or golf game, entertaining family and friends, or planning her next international trip.

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.

Kelsey is meticulous about service and enjoys helping clients achieve their financial goals. Outside of work, she is a singer, songwriter, and local TV and film actress. She loves to travel and visits Disneyland each holiday season.

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.

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.

Building long-term relationships and helping clients learn and grow are Mandi’s top priorities. A practicing painter, writer, and photographer, Mandi is a maker at heart and spends her time creating when not focused on client details.

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.

Monique’s penchant for messaging keeps clients in the know when it comes to opportunities to maximize investment impact. Outside the office, you’re likely to find Monique RV camping with her family — two daughters, two cats, and a hedgehog!

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 wife and their golden retriever, Patrick cheers on the Blazers and the Beavers.

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.

Originally from Peru, Samantha grew up in southern California. She is passionate about empowering people to make financial decisions centered around their personal values. Outside of work, her hobbies are hiking, camping, yoga, SUP, and spending time with her two golden retrievers, Lexi and Everest.

Steve is passionate about helping others and building connections. At work, his focus is to align people, processes and technology through IT and operational efficiencies. Outside of work, Steve loves DIY house projects, golf, and exploring new food spots.

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.

TJ helps clients build happier, more prosperous lives through proactive planning and sensible investing. A former defensive lineman for UO, TJ enjoys sunny days golfing with his wife, walking Maltese-poodles Sam and Bella, sipping wine, and strumming the ukulele.

Vista’s first CPA, Vanessa is a self-professed “numbers person” who deftly balances sound financial decision-making with helping clients live life to the fullest. Exercising, hiking, and enjoying the Oregon coast with her family helps Vanessa achieve balance in her life.