Green Vista Asset Management LLC

James Sewell is a financial advisor with Green Vista Asset Management LLC and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including 15 years at G.A. Repple & Company and ongoing roles at Covenant Financial Management and Niceville Business Exchange. Outside of finance, he serves as president of a local networking organization. Green Vista Asset Management serves individual and institutional clients through customized portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence across a broad range of investment strategies and maintains active oversight of third-party managers to align portfolios with client objectives.

Philip Beytell is a financial advisor at Green Vista Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at G.A. Repple & Company. Outside of finance, he serves part-time as a head judo coach at Lakeland Judo Academy. Green Vista Asset Management is a six-person firm managing approximately $16.2 million for individual, high-net-worth, trust, estate, corporate, and select institutional clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection and oversight, and financial planning, employing customized separately managed accounts and a combination of in-house and third-party research.

James Clements is a financial advisor with Green Vista Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Green Vista since 2018 and previously spent eight years at Wealth Management, LLC. Additionally, Clements serves as president of Clements CPA Group PA, where he is involved in tax planning and preparation. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for around 58 clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and insurance companies. Its approach includes customized separately managed accounts across various asset classes, combining in-house and third-party research with risk-management strategies.

Sally Tomlinson is a financial advisor at Green Vista Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Green Vista Capital, LLC since 2019 and at Green Vista Asset Management since 2021. Prior to her advisory career, she spent over a decade at Smith & Nephew. Green Vista Asset Management LLC is a six-person firm managing approximately $16.2 million for about 58 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients, including insurance companies, offering customized portfolio management and financial planning with a risk-management approach that incorporates both in-house analysis and third-party research.

Christiaan Van Der Burgh is a financial advisor at Green Vista Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Green Vista Capital since 2019. In addition to his advisory work, he is involved with Flight Scope, a company outside the financial sector. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for about 58 clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning services to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients such as insurance companies.

Philippus Van Staden is a financial advisor at Green Vista Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been involved in various business ventures including real estate development and insurance, such as serving as an agent for Fixed Insurance and managing several development funds and LLCs. Van Staden is also involved in consulting through True North Resources, LLC. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm’s investment approach combines third-party macroeconomic research with in-house due diligence across a broad range of instruments and strategies, with ongoing oversight of third-party managers to align with client objectives.