Broker Check

About Us

Our Firm
Pioneering Financial Excellence For Over 15 Years

Founded in 2009, Vista Investment Partners has established itself as a trusted financial advisory firm in Oklahoma, with offices strategically located in Oklahoma City and Tulsa. We are committed to providing comprehensive financial services that transcend traditional investment firm boundaries.

Our mission is to redefine our business model by building robust departments and creating meaningful careers for our workforce by designing scalable teams and cultivating meaningful career paths for our people. We aim to partner with or acquire complementary business practices, always prioritizing the culture we cultivate. Whether welcoming a new client, employee, or partner, the fit is our top priority.

Our vision is to create and grow a thriving, multigenerational financial services firm that transcends traditional boundaries. We embrace a 'culture first' philosophy, aiming to foster deep, enduring relationships within our workforce and client base.

Our team empowers a collective of like-minded financial advisors to prioritize the needs of our clients, measuring success by the achievement of their goals. We foster personal and professional growth alongside the development and prosperity of our clients. This is achieved through a comprehensive financial management experience and consistent, reliable, responsive service.

Beyond Boundaries:
A New Era Of Financial Management

A Look Into Our Process

We are dedicated to building lasting relationships and delivering financial guidance that aligns with our clients' aspirations.

Fit Meeting

The journey begins with a Fit Meeting, where prospective clients meet with an adviser to discuss their needs and goals. This meeting ensures alignment between the client's objectives and the adviser's strategies and experience.

Strategy Session

If both parties choose to move forward, a detailed strategy session is conducted to delve deeper into the client's financial situation and the adviser's approach.

Onboarding

Once ready to proceed, clients work with the adviser and service team to open accounts and/or move assets. This involves contracts and agreements, culminating in a Proposal of investment recommendations. Upon agreement, the adviser implements the selected strategies.

Ongoing Support

After onboarding, clients can expect regular performance reviews, open communication with their adviser, and prompt responses to requests.

Our Advisory Team

Ronald Richardson

Ronald Richardson

Founder | Managing Partner | Chief Investment Officer

Al Mertens

Al Mertens

Sr. Vice President | Sr. Portfolio Manager

Todd Lang

Todd Lang

Sr. Vice President | Sr. Investment Advisor

Steven Hawes

Steven Hawes

Sr. Vice President | Portfolio Manager

Our Leadership Team

Jane Davenport

Jane Davenport

Chief Compliance Officer

Dale Thurman

Dale Thurman

Chief Operating Officer

Our Support Staff
Our People Are Our Greatest Asset, And We Invest Heavily In Them

Amy Andel

Amy Andel

Client Service Specialist

Dana Hill

Dana Hill

Client Service Associate

Stefenie Wackerly

Stefenie Wackerly

Client Service Associate

Your Strategy Starts Here.

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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