Broker Check

Vista Partners

Your vision is our mission.

Meet Our Team
EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

At Vista Partners, we stay true to our name, helping you envision and build the long-range financial future you have always imagined. Our decades of experience encompasses both qualified retirement plan management for businesses and the design and implementation of wealth management plans for individuals and families alike. By combining our holistic guidance with Baird’s extensive resources, Vista Partners can help you design a comprehensive financial plan fully aligned with your financial goals and interests, to bring your vista into focus.


WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

HOW WE WORK

When developing your family or business plan, many levels of skill may be needed. Our role is to understand your goals and vision for your family and business affairs. Our professionals partner with you, your attorneys and accountants, to facilitate and bring your vista into focus. By providing holistic guidance and resources, Vista Partners will help you design a single comprehensive strategy, incorporating your financial goals and interests.

Tony Backert

Tony Backert, AIF®

Senior Vice President, Financial Advisor

Brad Walker

Bradley Walker, CPFA®

Senior Vice President, Financial Advisor

Bill Fuller, CPFA®

Bill Fuller, Jr., CPFA®

Vice President, Financial Advisor

Mickie Vallandingham

Mickie Vallandingham, CPFA®

Senior Client Specialist

Shelley Smith

Shelley Smith

Client Assistant

Colin Backert

Financial Advisor in Training

LET'S GET CONNECTED

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