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
Yolanda Cardenas
CLIENT SERVICE ASSOCIATE
Susan Carpenter
PARA-PLANNER & QUALIFIED PLAN ASSISTANT
Maria Cutrone
OPERATIONS MANAGER
Nicole Daviduke
CLIENT SERVICE ASSOCIATE
Colleen Dwyer
SENIOR ADVISOR, 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®
Jim Weil
MANAGING PARTNER, CFP®, CIMA®, CHFC®
Bob Westrick
PARTNER, MBA
Greg Williams
SENIOR ADVISOR, CFP®
