I serve as a Senior Vice President and Portfolio Manager at Vista Investment Partners. I began my career as a Financial Advisor in 1986; having over 39 years of experience working with clients and their investments. I specialize in managing discretionary equity and fixed income portfolios. Additionally, I also have access to diverse Investment Managers available through our relationship with Raymond James.
Before joining Vista Investment Partners, I was a Portfolio Manager and Investment Advisor at the Oklahoma City office of Raymond James. I am a graduate of the University of Oklahoma, so I naturally look forward to Fall football season. In the Summer months, I enjoy attending OKC Comets baseball games. My daughter, Katherine, is also an OU graduate and resides in Boston, where she is employed in the exciting field of robotics. Tending to my two dogs, gardening, and being the custodian of my historic home provide both relaxation and enjoyment when I am away from business.
Throughout my career, I’ve seen investment fads come and go. However, I believe that keeping a strong personal relationship with my clients will always be the foundation for maintaining our focus and success.