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Meet the Oklahoma City Office

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Our mission

At Vista Investment Partners, we firmly believe in the life-changing impact of effective financial planning. Our mission is to serve as trusted guides, empowering our clients to unlock their full potential by offering comprehensive insights and tailored solutions that encompass every aspect of their financial journey.

Through meaningful personal connections and a profound understanding of our clients' ambitions, we go beyond the traditional role of money managers. We become guardians of their futures, families, dreams, and plans. It's not merely about the numbers for us; it's about cultivating enduring relationships built on trust and shared objectives. Together, we ascend towards financial success and fulfillment, guiding you every step of the way.

Core values

We continuously expand our knowledge, honing our expertise, and embracing innovative strategies to provide our clients with superior investment advice and solutions. By offering comprehensive, research-driven insights, we empower our clients to make informed decisions that can lead to their financial success.

We recognize that every client is unique, and cookie-cutter solutions simply won't suffice. Our commitment lies in providing tailored, personalized investment solutions that address the specific needs and objectives of each individual. We take a holistic approach, considering multiple factors such as risk tolerance and personal circumstances to create customized strategies that align with our clients' goals.


Ronald Richardson

President & Senior Portfolio Manager

Al Mertens

Senior Vice President & Senior Portfolio Manager

Dale Thurman

Chief Operations Officer

Jane Eastwood

Vice President of Regulatory Change Management

Amy Andel

Client Service Specialist

Dana Hill

Client Service Specialist

Georgia Jones

Image Specialist & Client Service Associate

Cotton Ball

Feel-Good Ambassador

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