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DISCOVER OUR JOURNEY

Meet the Indiana Office

Our mission

Our mission

At Vista Investment Partners, our beliefs are rooted in the profound impact of sound financial planning. Our core mission is to steer our clients toward realizing their full potential by offering comprehensive insights and solutions that address every facet of their financial voyage.

Our approach goes beyond the mere management of financial assets; it involves protecting their future, their families, their dreams, and their aspirations. With us, it's not solely about the numerical aspects; it's about forging enduring relationships based on trust and common objectives. Together, we embark on a journey toward financial prosperity and fulfillment.

Core values

Core values

Our foremost focus is on nurturing profound and meaningful connections with our clients. Our commitment extends beyond mere transactional interactions; we aim to provide a service that cultivates trust and fosters partnerships built on a foundation of respect and shared achievements.

Integrity, transparency, and professionalism are the cornerstones of our business philosophy. We hold ourselves to the highest ethical standards, ensuring that every interaction reflects honesty, accountability, and trustworthiness. At the heart of our reputation lies a dedication to unwavering integrity, making it the bedrock upon which we build our client relationships and the trust they place in us.

WHO WE ARE

Brett D. Guiley

Managing Partner & Senior Portfolio Manager

Peter Bartel

Senior Advisor

Stasia Veramallay

Financial Advisor

Matt Golliher

Financial Advisor

Sarah Peacock

Business & Operations Manager

Penny Lakoff

Client Care Coordinator

Misti Williams

Client Service Associate

Kacey French

Client Service Associate

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