Our Mission

Our mission is to give our clients a clear picture of where they are and where they are going so that they can live their best lives. We understand that your "whys" are Family, Occupation, and Recreation. Money is always the "how."

Take a moment to view Our Vista Process Video.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions. I have helped guide clients through the tech bubble burst, Y2K, 9/11, bird flu, swine flu, the housing crisis, and most recently the COVID crisis.

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