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Meet the Indiana Office

front photo of IN office

Our mission

Vista Investment Partners is rooted in the belief in the profound impact of sound financial planning. Our core mission is to steer our clients toward realizing their full potential by offering comprehensive insights and solutions that address every facet of their financial voyage.

Our approach goes beyond the mere management of financial assets; it involves protecting their future, their families, their dreams, and their aspirations. With us, it's not solely about the numerical aspects; it's about forging enduring relationships based on trust and common objectives. Together, we embark on a journey toward financial prosperity and fulfillment.

Core values

Our foremost focus is on nurturing profound and meaningful connections with our clients.  Our commitment extends beyond mere transactional interactions; we aim to provide a personalized service that cultivates trust and fosters enduring partnerships built on a foundation of mutual respect and shared achievements.

Integrity, transparency, and professionalism are the cornerstones of our business philosophy. We hold ourselves to the highest ethical standards, ensuring that every interaction reflects honesty, accountability, and trustworthiness. At the heart of our reputation lies a dedication to unwavering integrity, making it the bedrock upon which we build our client relationships.


Brett Guiley

Managing Partner & Senior Portfolio Manager

Sarah Peacock

Business & Operations Manager

Peter Bartel

Senior Advisor

Stasia Veramallay

Financial Advisor

Matt Golliher

Financial Advisor

Penny Lakoff

Client Care Coordinator

Misti Williams

Client Service Coordinator

Kacey French

Client Service Associate

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