OPERATIONS / CLIENT SERVICES

An integral part of the Vista team is our client service staff. Our service team provides assistance with account transactions, tax and performance reporting, and addresses the questions and issues that arise on a day-to-day basis. Vista's client service personnel work closely with our portfolio managers to ensure client needs are handled efficiently and effectively. Our clients take comfort in knowing there is always a familiar, friendly, and knowledgeable professional ready to answer their call.

Christine Barnes McKennie

Client Service and Compliance

Chris's responsibilities include client service, trading and compliance. Before arriving at Vista, Chris worked as a Client Service Specialist at Charles Schwab. She previously was an Investment Specialist with Fidelity Investments. Chris received her B.A. in Marketing and Psychology from Portland State University.

Laurie Westby

Client Service and Operations

Laurie is responsible for client service, trading and operations. Prior to joining Vista, Laurie was a Trust Operations Officer at US Bank, where she worked for fifteen years.