Vista Finance, LLC

We are excited to welcome Zachary Thomas to Vista as our new Client Services Specialist! Zack holds a BBA in Finance & Economics from Mercer University in his home state of Georgia. He brings a unique blend of analytical expertise and hands-on relationship and leadership experience. His background includes managing high value annuity portfolios as an Investment Operations Associate at a private financial advisory firm, and leading operations and team development at Chick-fil-A franchises. With client-focused service as committed as Zack’s, you very likely CAN get fries with that. Zack’s expertise spans client service, regulatory compliance, retirement planning, and investment operations. He is also a published and award-winning researcher in applied economics and financial policy, underscoring his ability to think strategically about the forces shaping markets and client outcomes. His approach aligns with Vista’s mission to simplify financial complexity and deliver highly personalized wealth strategies. Zack enjoys the meaningful connection and exposure to different perspectives that comes with helping clients. Outside of work, Zack is an avid soccer player who is dipping his toe into the winter sports of the Midwest. He and his girlfriend enjoy exploring the trails and woods around Forest Park. We are thrilled to have Zack on the Vista team and look forward to the positive impact he will make with our clients and our firm.

We want to share that Jennifer O'Connor, MBA, CTFA, ABFP™, CFP® is moving on from Vista to pursue an exciting new opportunity. While we will miss her talent, energy, excellent client service and contributions to our team, we are grateful for the impact she’s made and look forward to cheering her on in this next chapter. For clients who have worked closely with Jennifer, our Vista team is here to ensure a smooth and seamless transition of care. Best of luck, Jennifer!

📣Vista Finance is seeking an outstanding Client Services Specialist to join our team. Visit https://lnkd.in/gb3GFTVv to apply today. If you're exceptionally organized, proactive, detail-oriented, and thrive in a fast-paced environment, we want to connect with you. You'll be a vital part of our team, supporting advisors, opening new accounts, managing account administration, and facilitating money movements. Experience preferred. #hiring #jobopening #clientservicesspecialist #joinourteam #myvista

📣Vista Finance is seeking an outstanding Client Services Specialist to join our team. If you're exceptionally organized, proactive, detail-oriented, thrive in a fast-paced environment, and great with people, we want to connect with you. You'll be a vital part of our team, supporting advisors, opening new accounts, managing account administration, and facilitating money movements. If you're ready to contribute to shaping the future of Vista, visit https://lnkd.in/gb3GFTVv to apply today or explore our other available positions. #hiring #jobopening #clientservicesspecialist #joinourteam #myvista

📣Vista Finance is seeking an outstanding Client Services Specialist to join our team. If you're exceptionally organized, proactive, detail-oriented, and thrive in a fast-paced environment, we want to connect with you. You'll be a vital part of our team, supporting advisors, opening new accounts, managing account administration, and facilitating money movements. If you're ready to contribute to shaping the future of Vista, visit https://lnkd.in/gb3GFTVv to apply today or explore our other available positions. #hiring #jobopening #clientservicesspecialist #joinourteam #myvista

📣Vista Finance is seeking an outstanding Client Services Specialist to join our team. If you're exceptionally organized, proactive, detail-oriented, and thrive in a fast-paced environment, we want to connect with you. You'll be a vital part of our team, supporting advisors, opening new accounts, managing account administration, and facilitating money movements. If you're ready to contribute to shaping the future of Vista, visit https://lnkd.in/gb3GFTVv to apply today or explore our other available positions. #hiring #jobopening #clientservicesspecialist #joinourteam #myvista

📣Vista Finance is seeking an outstanding Client Services Specialist to join our team. If you're exceptionally organized, proactive, detail-oriented, and thrive in a fast-paced environment, we want to connect with you. You'll be a vital part of our team, supporting advisors, opening new accounts, managing account administration, and facilitating money movements. If you're ready to contribute to shaping the future of Vista, visit https://lnkd.in/gb3GFTVv to apply today or explore our other available positions. #hiring #jobopening #clientservicesspecialist #joinourteam #myvista

Enjoying time with new friends at our Vista Leadership Circle Happy Hour! 🎉 Welcome to our new group members, and thank you to everyone who joined us—we appreciate your time and perspective! We believe that excellence comes from listening—understanding the real challenges people face in managing their finances helps us simplify, innovate, and deliver better solutions. Grateful for the insights shared, the new connections made, and the opportunity to collaborate with this fun and incredible group. Looking forward to what’s ahead. #VistaLeadershipCircle #Bank #VNBT #VistaFamily