Vista Capital Partners, Inc.

Jonathan Gannon is a CFP® professional with 11 years of industry experience, currently serving at Vista Capital Partners, Inc. since 2017. His prior roles include positions at Fisher Investments and Cornerstone Advisors, Inc. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Cara Miller is a financial advisor at Vista Capital Partners, Inc. with eight years of industry experience. She has held positions at Vista Capital Partners since 2020, previously working at Cable Hill Partners, LLC and Peaceful Media, Inc. Cara holds a Series 65 designation. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, focusing on a disciplined, asset-allocation driven process that emphasizes index funds, rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Alexander Canellopoulos is a CFP® and CFA® at Vista Capital Partners, Inc. in Portland, OR, with one year of industry experience. Prior to joining Vista Capital Partners in 2021, he worked at Stockman Bank of Montana from 2019 to 2021 and studied at the University of Montana from 2015 to 2019. Vista Capital Partners is a fee-only registered investment adviser that provides discretionary portfolio management and comprehensive wealth-planning services to a diverse client base, including individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment process focused on index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Lauren Shelly is a financial advisor at Vista Capital Partners, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Fisher Investments for three years. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services, utilizing a disciplined, asset-allocation-driven investment process focused on low-cost index exposure and tax-aware implementation.

Terrence Daniel Jr. is a financial advisor with Vista Capital Partners, Inc. in Portland, OR, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Vista Capital Partners in 2020, he worked at Key Investment Services, KeyBank, Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. Outside of his advisory role, he serves as a football coach at Central Catholic High School and is a board member of the University of Oregon Black Network’s finance committee. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily households with at least $2 million in investable assets. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven approach that emphasizes low-cost index funds and tax-aware implementation.

Douglas Post is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 18 years of industry experience. He has been with Vista Capital Partners since 2007. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm uses an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements, and offers integrated wealth-planning services including retirement and legacy planning.

Robert Greenman is a Series 65 credentialed financial advisor with 20 years of industry experience. He has been with Vista Capital Partners, Inc. in Portland, OR since 2011. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, focusing on an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Nathan Sheppard is a financial advisor at Vista Capital Partners, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for four years. His background also includes roles outside finance, such as employment with Zeeks Pizza and involvement with Point Loma Little League. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment process that emphasizes low-cost index exposure and tax-aware implementation.

Patrick Yazhari is a CFP® at Vista Capital Partners, Inc. in Portland, OR, with six years of industry experience. He previously worked at Ferguson Wellman Capital from 2015 to 2019. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, typically targeting clients with at least $2 million to invest. Its investment approach emphasizes asset allocation using index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Maisie Alexander is a Series 65 credentialed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with one year of experience at the firm. Her prior work includes roles at the University of Notre Dame, Jesuit High School, and Cathedral. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services, employing a disciplined, asset-allocation-driven investment process that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Joseph Rayburn is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with seven years of industry experience. He previously worked at Fisher Investments from 2014 to 2022. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven approach that emphasizes low-cost index exposure, tax-aware implementation, and custom investment policies.

Dougal Williams is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 21 years of industry experience. He has been with Vista Capital Partners since 2004. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, focusing on a repeatable, asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Vanessa Dehaan is a CFP® professional with five years of industry experience, currently serving as an advisor at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2020. Prior to this role, she was not employed in the financial industry from 2015 to 2020. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Julia Tierney is a Series 65-licensed advisor with 10 years of industry experience, currently serving at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2013. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, focusing on an asset-allocation driven approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Benjamin Mac Kinnon is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR. He holds a Series 65 designation and has two years of industry experience, including prior work at Wells Fargo and teaching roles at Oregon State University and Beaverton High School. Vista Capital Partners is a fee-only registered investment adviser managing about $3.22 billion for approximately 650 clients, primarily households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven approach that emphasizes low-cost index exposure and tax-aware implementation.