Our Team

Private Vista’s diverse team spans multiple generations and offers clients many decades of collective experience and wisdom. We are a forward-looking team striving to provide industry leading wealth management - one that implements our knowledge of the past along with what we continue to learn in an ever-changing world. As a strategic partner with Hightower Advisors, we pair institutional resources with our boutique client experience to provide the evolved experience – financial planning and wealth management that help clients live enriched lives!

As our firm continues to grow - and as we welcome new members to the team - we continue to instill in them the values that have made Private Vista a success (see our 30 Fundamentals). The team that we’re building and the relationships we’ve formed with our clients help ensure Private Vista will be a firm on the forefront of planning for decades to come.

Umar Ahmad

ASSOCIATE ADVISOR

Jorge Alvarado

TRADER

Ben Audley

ADVISOR, CFP®

Sam Awad

SENIOR ADVISOR, CFP®, MBA

Greg Bogdan

SENIOR ADVISOR, CFP®

Sue Bolt

CLIENT SERVICE ASSOCIATE & CUSTODIAN LIAISON

Doug Brown

PARTNER, CFP®, MBA

Susan Carpenter

PARA-PLANNER & QUALIFIED PLAN ASSISTANT

Matt Currier

ADVISOR, CFP®

Maria Cutrone

OPERATIONS MANAGER

Nicole Daviduke

CLIENT SERVICE ASSOCIATE

Colleen Dwyer

SENIOR ADVISOR, CFP®

Joe Feldmann

DIRECTOR OF INVESTMENTS, CPA, CFP®

Kurt Helmich

TRADER

Will Howson

ADVISOR, CFP®, CPFA®

Miles Johnson

ADVISOR, CFP®

Colleen Lopez

ADVISOR, CFP®

Lorena Lopez

ADMINISTRATIVE ASSISTANT, MBA

Sarah Lopez

ASSOCIATE ADVISOR

Susie Mathews

ASSOCIATE ADVISOR

Mike McCabe

PARTNER, CFP®, CPC

Mary Beth McLean

PARTNER, CFP®, MBA

Mike Merdinger

PARTNER

Steve Merdinger

PARTNER, CFP®, CHFC®

Stephanie Nanney

PARTNER, CFP®, CPFA®

Delaney Orozco

SENIOR ADVISOR, CFP®

Matt Parenti

PARTNER, CFP®, MSF

Randy Porzel

PARTNER, CFP®, RICP®

Nicole Romito

PARTNER, CFP®, CDFA

Carrie Shoener

ADVISOR, MSF, CFP®

Debra Stepanek

CLIENT SERVICE ASSOCIATE

Jeff Toner

PARTNER, CHFC®, RICP®

Javier De La Torre Jr.

ASSOCIATE ADVISOR

Jim Weil

MANAGING PARTNER, CFP®, CIMA®, CHFC®

Bob Westrick

PARTNER, MBA

Greg Williams

SENIOR ADVISOR, CFP®

Nicole Young

MARKETING MANAGER