Vision Capital Management Inc

Sarah Quist is a CFP® professional with 20 years of experience in financial advising, currently with Vision Capital Management, Inc. in Portland, OR. She has been with Vision Capital Management since 2005. Outside of her advisory work, she is a photographer for Oregon State University football during the football season. Vision Capital Management provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers tailored advisory services including proprietary portfolio options.

Katelyn Cummings is a CFP® professional with six years of industry experience, currently serving as an advisor at Vision Capital Management Inc. in Portland, OR. She has been with Vision Capital Management since 2016 and previously worked at Omni Events, Inc. and McMenamins Kennedy School Hotel. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and communication through newsletters and seminars, and offers specialized portfolio options including ESG approaches and charitable fee arrangements.

Maria Malloy is a CFP® professional with one year of experience in financial advising, currently with Vision Capital Management Inc. Prior to joining Vision Capital Management, she worked in the dental and medical staffing sectors and at dental studios. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across around 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers proprietary investment options such as the Vision Vaxa Dynamic Portfolios.

Marina Johnson is a CFA® charterholder with 26 years of industry experience, currently serving at Vision Capital Management Inc. in Portland, OR, where she has worked since 1999. She holds Series 63 and Series 65 licenses and is part of a nine-advisor team. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies and offers tailored advisory services, including an internally branded investment option called Vision Vaxa Dynamic Portfolios, with a focus on client education and communication.

Matthew Sheets is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Vision Capital Management Inc., where he has been since 2023. Prior to this, he was employed at Mercer Global Advisors Inc. and Sigma Investment Management Company. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including ESG approaches, and offers tailored advisory services along with educational seminars and client communications.

Jeffrey Schmidt is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Vision Capital Management, Inc. since 2010, where he is part of a nine-advisor team based in Portland, OR. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across roughly 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including ESG approaches, and offers tailored advisory services alongside educational seminars and proprietary portfolio options.

John La Barca is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Vision Capital Management, Inc. since 2015 and is part of a nine-advisor team based in Portland, OR. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including U.S. large-cap and ESG approaches, and offers tailored advisory services alongside proprietary investment options and educational resources.

Christopher Sizemore is a financial advisor with Vision Capital Management Inc in Portland, OR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Vision Capital Management since 2001. Outside of his advisory role, Sizemore serves as an assistant coach for the girls varsity basketball team at Tigard High School. Vision Capital Management provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies and places a notable focus on client education and communication.

Gina Jacobson is a CFP® with nine years of experience in the financial services industry. She has worked at Vision Capital Management Inc since 2022 and previously held roles at Cetera Investment Services LLC, Heritage Bank, and Waddell & Reed, among others. Outside of her advisory work, she is a non-managing member of McKenzie Investment Group, LLC, a family-owned entity focused on long-term real estate holdings. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies and offers tailored advisory services alongside educational programs uncommon among similarly sized teams.