Meet the People Behind Vision Capital
Our team is a group of smart, energetic individuals motivated to help you make the most of your finances. We believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.
Christopher Anissian
Investment Associate
Katelyn A. Cummings, CFP®
Client Relationship Manager, Shareholder
Bryan Goss
Operations and Trading Specialist, Shareholder
Gina Jacobson, CFP®, CDFA
Client Relationship Manager
Marina Johnson, CFA
Managing Director, Shareholder
John LaBarca, CFA
Director of Investments, Shareholder
Ellen Logan
Client Service Associate
Maria Malloy, CFP®
Client Relationship Manager
Sue McGrath
Founder, Principal
Sarah W. Quist, CFP®
Managing Director, Shareholder
Jeffrey L. Schmidt, CFA
Director of Investments, Shareholder
Matthew Sheets, CFP®
Client Relationship Manager
Chris Sizemore, CMFC, CPWA®
Director of Client Relationships, Shareholder
Stacy Sizemore, IACCP®
Chief Compliance Officer
Madison Steinbrenner, IACCP®
Client Service/Operations Manager, Shareholder
Clifford M. Yount, IACCP®
Director of Compliance/Operations, Shareholder
Ready to Start a Conversation?
We'd love to learn more about you and your financial goals. Schedule a complimentary consultation with our team.
Get in Touch