Brett D. Guiley, CFP®
Managing Partner | Portfolio Manager
Guiley is managing partner and a portfolio manager with Vista
Investment Partners II, LLC in Richmond Indiana. The Vista Investment
Partners team have been money managers since 1980. Brett is proud to be
the leader of a team where the passion for the client relationships and
families who entrust us with their assets and futures is paramount.
Prior to joining Vista, Brett worked at Raymond James and Merrill Lynch
for 18 years.
Brett holds a Bachelor of Science in Business Finance from the
University of Evansville. He is also a graduate of the Merrill Lynch
Professional Development Program. Brett completed his CERTIFIED
FINANCIAL PLANNER™ certification in 2010, as well as the Raymond James
Trust School and Retirement Plan Consultant programs. In 2012, Brett
completed the requirements to become a Discretionary Portfolio Manager.
Brett currently holds the Series 7, Series 66, Series 9, and Series 10
Brett lives in Richmond with his wife, Shannon, and their three
children where he is an active member of First English Lutheran Church
and a committee member of Stage One Youth Theatre. Brett enjoys
traveling with his wife and children to their various athletic and
In his spare time, Brett enjoys acting, and he is a past President of
Richmond Civic Theatre. He recently ran the 2017 Madison Marathon.
Brett is also an active volunteer teacher for Junior Achievement, where
he was the 2006-2007 Volunteer of the Year. Brett enjoys coaching youth
sports, singing in a praise band, spending time with family, exercising,
and following the St. Louis Cardinals baseball team.
"Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP(®, CERTIFIED FINANCIAL PLANNER (tm) and
federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements."
Peter K. Bartel, MBA, WMS
Partner | Senior Advisor
Pete began his business career in the banking industry in 1972, working primarily in the commercial lending field. Since that time, Pete has served on many boards, and worked with a variety of industry groups, where he was able to utilize his financial and lending skills. Pete obtained his MBA in Banking from the Stonier School of Banking and left the banking industry in 1993.
Pete started in the investment and securities industry in 1993. He began his career with a small regional firm, Raffensberger Hughes. In late 1994, Pete joined Merrill Lynch and in 1998 after obtaining his principal's license, became manager of the Richmond office. In 2005 he changed his affiliation to Raymond James as Senior Vice President, Investments and office manager. In 2012 Pete relinquished the title of branch manager to dedicate his time to his clients. In 2013 Pete obtained the title of *Investment Management Consultant.
Pete has served on many community boards and in leadership positions within the Richmond community. They include United Way, Chamber of Commerce, Forest Hills Country Club, YMCA, Reid Hospital Foundation, IU East Advisory Board and Earlham Cemetery Board.
Pete married his wife, Joan Bartel, in 1975. They have a daughter, Allison Owens, who with her husband, Keith, reside in Westfield IN with their two sons. In his spare time, Pete enjoys snow skiing, water sports, exercise, golf and yard work. Pete also enjoys history and architecture. Pete and his wife Joan are members of the Richmond Catholic community, and they both enjoy singing in the choir.
* The investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Stasia Veramallay-Hodges has been serving the financial needs of individuals, professionals, business owners and their families for more than twenty years. She strives to develop long-lasting relationships with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. Stasia takes a comprehensive approach to addressing clients' financial needs. She works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
With the support of the other experienced professionals in the office, Stasia works diligently to develop both a personal financial plan and a detailed investment strategy. Her planning based approach is designed to help meet the clients' current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach long-term financial goals.
Stasia grew up in Richmond, Indiana and attended Indiana University with a concentration in Political Science and Economics. She holds the Series 6, Series 7, Series 63 and Series 65 Securities licenses as well as a Life and Health Insurance license. Prior to joining Vista Investment Partners in 2017, Stasia worked for JPMorgan Securities, LLC and its predecessors for 17 years.
Stasia lives in Richmond with her husband, Will, and their daughter, Priya. Stasia serves on the Hope House Board and the Friends of the Morrisson-Reeves Library Board. She is a member of the Richmond Kiwanis Club and a part of the Women's Networking Group. She enjoys being a Girl Scout Troop leader and coaching her daughter's soccer team with her husband. She is passionate about traveling, spending time with her family, cooking and the arts.
Sarah E. Peacock
Business & Operations Manager
Sarah joined the Vista Investment Partners team in September 2016 as the Branch Operations Specialist. Prior to joining us she worked as a bookkeeper and administrative assistant for 17 years at a local law firm. She works closely with Brett, Pete and Stasia to service the needs of our clients. Sarah has passed the Series 7 General Securities Exam and is working toward the Uniform Combined State Law Exam.
Sarah ensures that all families receive prompt, timely and concise assistance at all times. She is well versed in helping with account balances or updating account information. As the Business and Operations Manager, Sarah assists with most client transactions.
Sarah and her husband Jonathan are the parents of two wonderful children, Ross and Katy. They love spending their time outside in the woods and are always accompanied by their yellow lab, Otis.
Sarah enjoys church, travel, running, and spending time with family and friends.
Penny B. Lakoff
Senior Practice Marketing Associate
Penny joined the Vista Investment Partners team in November 2014 as our Service & Marketing Associate. Penny spent the 12 years prior to joining us in the insurance industry. She specializes in Medicare supplement, Part D and under 65 individual health insurance. Penny is well versed in these areas. She feels sound insurance decisions with special attention to carrier and network choices are more important than ever in keeping your "nest egg" safe! She is described by her clients as "detail oriented, dedicated, patient, hardworking and diligent"
Penny is responsible for assisting Vista Investment Partners with marketing and servicing client relationships along with the value-added feature of assisting our clients with planning decisions involving healthcare costs Including Medicare supplement decisions and Part D reviews.
Penny and her husband Tim are the parents of three grown children, Jessica, Ben and Pete. She enjoys travel, snow skiing, biking, walking her dog, gardening and spending time with her family and friends.
Client Service Associate
Ashtyn joined Vista Investment Partners in 2018 with knowledge and passion for taking care of client needs and building relationships. She handles a variety of daily office functions as well as greeting and assisting clients.
A graduate of University of Indianapolis in 2016, Ashtyn earned her Bachelor of Science degree in Communication with an emphasis in Public Relations. She was a scholarship golfer for three years at the Division II University and in 2015 her team won the school’s first ever National Championship of any sport! She spent a year after graduation in Orlando, Florida working as a Production Associate for Golf Channel’s “Morning Drive” and has worked locally in medical patient care prior to joining us.
As a two-time cancer survivor, Ashtyn strives to give back and make an impact. She has spent many years serving as an Ambassador on behalf of Indianapolis Indiana’s Riley Hospital for Children, and represented them at a local and National level. She has been a part of helping many junior golfers in the community and has been a part of the Central Indiana First Tee Chapter. .
Ashtyn still enjoys hitting the links and loves keeping up with the St. Louis Cardinals, St. Louis Blues, and the Indianapolis Colts. She adores training and snuggling her new black lab puppy, Gus, and cherishes the moments spent with friends and family.