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The VISTA Process is a comprehensive approach to financial planning that integrates wealth management with risk and debt management, tax planning, estate planning, and philanthropy. Our objective is to create a customized plan that encompasses all aspects
of your financial life, enabling you to make informed decisions as circumstances change. Our risk management strategies are designed
to cover all potential outcomes, with ongoing monitoring and adjustments to ensure your plan stays on track. As an independent firm,
we are not obliged to sell proprietary products or services and only offer investments we believe are in your best interest.
We operate on a fee basis, ensuring our interests are aligned with yours. Additionally, Jeff is an Accredited Investment Fiduciary, legally obligated to act in the best interests of our clients. A vital aspect of the VISTA Process is working with your CPA, attorney, and other professionals to develop a complete and sustainable plan for growing, protecting, and transferring your wealth, ensuring you reach your full potential for financial independence.

Barbara Hale

Barbara Hale

Director of Operations

(972) 581-3030

Hilary Pluemer

Hilary Pluemer

Managing Director, Advisor Services

(972) 581-3083

Kim Utz

Kim Utz

Director of Business Development

(972) 581-3010

Paul Keeton

Paul Keeton

Managing Director, Investments & Advisory Solutions

(804) 564-1359

Robert Coulter

Robert Coulter

Chief Compliance Officer

(972) 581-3066

Wendy Simmons

Wendy Simmons

Managing Director, Human Resources

(972) 581-3026

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

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