Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

  • About
    • Our Story
    • The Team
      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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NIKE Employees

NIKE employees are an essential part of our client community, and our goal is to help you feel excited about the financial opportunities at NIKE. We understand however, that the many forms of compensation and general benefits offered can feel overwhelming. Thanks to our spouses, close friends, and longtime clients, we are fortunate to have hands-on experience in helping NIKE employees navigate these potentially powerful generational wealth benefits. 

We’ll advise you on your annual stock award elections and when to exercise options, sell RSUs, and ESPP shares. These decisions are important and relevant to the rest of your investment portfolio and overall financial picture. We’ll consider your unique circumstances, especially as they relate to your overall tax liability and short and long-term financial goals. You may even be eligible for benefits you’re not aware of and we will take time to help educate you as to how to effectively take advantage of your full benefit package. 

Rest easy. We’ve been down this road many times before and look forward to making your experience both comfortable and rewarding.

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Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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