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
Julian Bell
ADVISOR, CFP®
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®
