The Vista team really lives the fiduciary standard when it comes to financial planning and investment management. This imbues a level of trust and a sense of “being known” that our clients develop with us, leading many of them to continue working with Vista for multiple generations.
What personal accomplishments are you most proud of?
Earning a PhD degree was a major endeavor which took me six years from start to finish. I also completed a few marathons while an undergraduate student and competed in numerous rowing regattas while in graduate school, based on the belief that exhausting oneself physically is a great balance to intellectual work.
What do you love to do outside of work?
I am an avid long-distance hiker and enjoy trekking the many trails in the Bay Area and beyond. I also read in my free time and especially enjoy memoirs and historical fiction novels.
You define success, together we achieve it.
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