Meet the Oklahoma City Office
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.
WHO WE ARE
Ronald Richardson
President & Senior Portfolio Manager
Al Mertens
Senior Vice President & Senior Portfolio Manager
Dale Thurman
Chief Operations Officer
Amy Andel
Client Service Specialist
Dana Hill
Client Service Specialist
Georgia Jones
Image Specialist & Client Service Associate
Cotton Ball
Feel-Good Ambassador