They love spending their time outside in the woods and are always accompanied by their yellow lab, Otis. Prior to joining us, Penny spent many years in the insurance industry and continues to hold her Life and Health license. She concentrates on Medicare supplement, Part D and under age 65 individual health insurance and is well versed in these areas. Penny is responsible for marketing and servicing client relationships for Vista Investment Partners.
Working together with clients and our financial advisors on the complex healthcare expense component of retirement planning. This important planning segment is very individualized and one size does not fit all. She assists in client specific planning decisions involving original Medicare, Medicare Supplement plan choices and Long-Term Care. Penny works diligently to educate and empower our clients to confidently review their Part D choices and decisions annually.
Penny and her husband Tim are the parents of three grown children, Jessica, Ben and Pete. She is a grandparent to two grandchildren. She enjoys travel, biking, gardening and being outdoors. Penny treasures time spent with her family and friends, near and far away. Kacey joined the Vista Investment Partners team in June with knowledge and passion for taking care of client needs and building relationships. She handles a variety of daily office functions as well as greeting and assisting clients.
Kacey started her career in the financial industry at Mt. McKinley Bank in Fairbanks, Alaska. Kacey loves the outdoors, which is fitting because she was born and raised in North Pole, Alaska. She grew up fishing, hunting, and camping. In high school and middle school, Kacey loved being a football and wrestling manager, but her passion has always been softball.
While living in Alaska, Kacey was involved in the public safety and the first responder world. Her mother has been a dispatcher for the last twenty-seven years and her grandfather was a firefighter and battalion chief for thirty-six. This inspired her to team up with her local area fire departments to raise money for St.
After relocating to Eaton, Ohio to be with her boyfriend Cole, and his three children, Kacey is spending time becoming acquainted with the Midwest. Since moving to Ohio, Kacey has connected with local Veterans and is excited to become involved in her local communities. Are you seeking a contribution, sponsorship or donation for your organization? Our Team Richmond, IN. Investor Access. Brett D. Stasia Veramallay Financial Advisor Since , Stasia Veramallay has been focused on the financial needs of individuals, professionals, business owners and their families.
Matt Golliher Financial Advisor Since , Matt has helped individuals, families and businesses achieve financial success. Sarah E. Sarah enjoys church, travel, running, and spending time with family and friends. Penny B. Kacey N. French Client Service Associate Kacey joined the Vista Investment Partners team in June with knowledge and passion for taking care of client needs and building relationships.
Prior to joining Vista, Michael was the Acquisitions Manager at Columbus Pacific Properties where he was responsible for retail and student housing acquisitions. Michael graduated from the University of Southern California and is the President of Building Hope, a real estate fundraising group that supports the City of Hope. Termeh is responsible for the daily operations of the accounting department.
Termeh joined Vista Investment Group in and has 20 years of corporate and property accounting experience, previously working at Westwood Financial overseeing 25 commercial properties. Saydi is responsible for the everyday management of the office and assisting the Vista team with special projects, accounting, managing calendars, meetings and travel. Prior to joining Vista, Saydi worked for Watt Companies from December , a real estate firm located in Santa Monica, where she was the Office Manager and assistant to several of the Executives in the company.
Saydi has over 15 years of experience working with professionals in the Real Estate industry. Meet The Team. Barach President Jonathan J. Michael L. Kimi Heath Controller Kimi Heath is the Controller in charge of all aspects of finance and administration including financial reporting and review, financial planning and analysis, accounting, and benefits administration.
Michael Callahan Associate Vice President Michael Callahan, Senior Associate, joined Vista in ; he focuses primarily on multifamily, office acquisitions and asset management. Termeh Joleh Accounting Manager Termeh is responsible for the daily operations of the accounting department. Saydi T.
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