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 practice 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 on the forefront of planning for decades to come.

Jorge Alvarado

TRADER

Ben Audley

SENIOR 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

Maria Cutrone

OPERATIONS MANAGER

Nicole Daviduke

CLIENT SERVICE ASSOCIATE

Colleen Dwyer

SENIOR ADVISOR, CFP®

Kurt Helmich

TRADER

Michael Im

STRATEGY MANAGER

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

Evan Perlow

ASSOCIATE ADVISOR

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®

Nicole Young

MARKETING MANAGER