Bree Sportelli

Bree stumbled into the financial services industry by accident – but it quickly felt like the right fit. She got her start in 2018 by working as a financial services professional and executive assistant at New York Life Insurance. After her family relocated to Atlanta Georgia, she accepted a role as a Client Service Manager at a small wealth management firm.  

Bree and her husband wanted to return to the Pacific Northwest, where she’d been born and raised, to settle down and raise their children. Her family relocated back to Oregon in 2024, and she joined the Vista team as a Client Service Associate thereafter. 

The best part of Bree’s role? Helping people. “I heard once that our industry is one of the few where you get to learn people’s hopes and dreams for their lives,” she said. “And it’s satisfying to help them pursue and achieve them.” 

Bree is a graduate of Portland State University, where she earned her Bachelor of Science in business and HR management. Outside of work, she loves spending time with her husband, Nolan, and their two small sons. She enjoys spending time outdoors and staying active, whether it’s running, workout classes, indoor cycling, or taking long walks with her family.  

Something you may not know about Bree: Bree and her family have a hyper but loveable golden retriever named Oliver.