Brett D. Guiley, CFP®
Managing Partner | Portfolio Manager
Brett Guiley is managing partner and a portfolio manager with Vista
Investment Partners II, LLC in Richmond Indiana. 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 and has been advising clients for more than 20 years.
Brett graduated with a Bachelor of Science in Business Administration-Finance from the
University of Evansville. He successfully completed the Merrill Lynch
Professional Development Program and holds the CERTIFIED
FINANCIAL PLANNER™ certification. In 2019 Brett completed the Value Investing course at Columbia University Business School. Brett currently holds the Series 7, Series 66, Series 9, and Series 10
Brett is married to Shannon, and together they are raising three teenagers. He is an active member of First English Lutheran Church, volunteers as committee member of Stage One Youth Theatre and as a teacher for Junior Achievement. Brett enjoys
travel with his family, acting with the local theatre troupe, is a two-time Marathon Finisher, and is an avid fan of the St. Louis Cardinals baseball team.
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R),
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
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, Raffensperger 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 and they now reside in Wilmington, NC. 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.
*The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Since 1993, Stasia Veramallay has been focused on the financial needs of individuals, professionals, business owners and their families. She nurtures and supports every relationship by always keeping her clients first and foremost with unparalleled service and personal commitment.
Her holistic planning-based approach is designed to help navigate her clients’ current financial landscapes while working toward their future long-term goals. Stasia strongly believes being detail oriented and attentive builds a firm foundation for long-lasting partnerships.
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 over 17 years.
Stasia lives in Richmond with her daughter, Priya. She takes pride in serving on the Board of Directors for the Wayne County Area Chamber of Commerce, the Chancellor of Indiana University East’s Advisory Board, Center City Development Corporation Board, and the Friends of the Morrisson-Reeves Library Board. She is also a member of the Richmond Kiwanis Club and a part of the Women’s Networking Group. Stasia enjoys being one of her daughter’s Girl Scout Troop leaders, coaching youth soccer, and volunteering at church. Traveling, spending time with her immediate and extended friends and family, cooking, and the arts are her passions. Stasia also has an avid interest in world affairs and working to better her local community.
Since 2014, Matt has helped individuals, families and businesses achieve financial success.
Matt focuses on retirement planning and guides his clients through a planning process that creates systems to solve their needs for income and financial growth. He helps his clients achieve or maintain a lifestyle that allows them to spend their time and energy on what is most fulfilling to them.
He obtained his bachelor's degree from Indiana University Bloomington. Matt holds the Series 6, Series 7, Series 63 and Series 66 securities licenses, as well as his Life and Health license. Prior to joining Vista Investment Partners, Matt worked at WestPoint Financial Group, First Merchants Corporation and US Bancorp Investments.
Matt grew up on a farm in Cambridge City, Indiana. He is a triplet and has a total of seven brothers and sisters. Matt now resides in Richmond with his girlfriend Devra. In his free time, he enjoys reading and running.
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, Matt and Stasia to service the needs of our clients. Sarah holds her Series 7, Series 66, and Series 9/10 Securities licenses as well as her Life and Health license.
Sarah's primary role is ensuring that all Vista clients receive prompt, timely and concise assistance at all times. With her experience in account information and client transaction assistance, Sarah is able to manage the Indiana branch efficiently.
Sarah and her husband Jonathan are the parents of two teenage children, Ross and Katy. They love spending their time outside in the woods or camping in their RV.
Sarah enjoys church, travel, running, and spending time with family and friends.
Penny B. Lakoff
Client Care Coordinator
Penny joined the Vista Investment Partners team in November 2014 as our Service & Marketing Associate. Prior to joining us, Penny spent many years in the insurance industry and continues to hold her Life and Health license. She concentrates on Medicare supplement, Part D and under age 65 individual health insurance and is well versed in these areas. She feels sound insurance coverage is more important than ever in keeping your “nest egg” safe! Penny is described by her clients as “detail oriented, dedicated, patient, hardworking and diligent.”
Penny is responsible for marketing and servicing client relationships for Vista Investment Partners. Working together with clients and our financial advisors on the complex healthcare expense component of retirement planning. Vista Investment Partners believe it’s never too early to start this discussion! This important planning segment is very individualized and one size does not fit all. She assists in client specific planning decisions involving original Medicare, Medicare Supplement plan choices and Long-Term Care. Penny works diligently to educate and empower our clients to confidently review their Part D choices and decisions annually.
Penny and her husband Tim are the parents of three grown children, Jessica, Ben and Pete. She is a grandparent to two grandchildren. She enjoys travel, biking, gardening and being outdoors. Penny treasures time spent with her family and friends, near and far away.
Are you seeking a contribution, sponsorship or donation for your organization?