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
      • 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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The Team

By last name (A-Z)

Vision Capital Christopher Anissian

Christopher Anissian

Investment Associate

Christopher is truly an analyst at heart and enjoys questioning and investigating everything.

Learn more about Christopher

Vision Capital Katie Cummings

Katelyn A. Cummings, CFP®

Client Relationship Manager, Shareholder

Originally from the Puget Sound, Katie is an avid outdoorswoman and can be found enjoying all the Pacific Northwest has to offer.

Learn more about Katie

Vision Capital Brian Goss

Bryan Goss

Operations and Trading Specialist, Shareholder

Bryan starts at 5:30 a.m. every day. He’s already eating lunch while we’re finishing our first cup of coffee.

Learn more about Bryan

Gina Jacobson

Gina Jacobson, CFP®, CDFA

Client Relationship Manager

Gina enjoys a good pun. If you need a chuckle, ask her for one.

Learn more about Gina

Marina Johnson

Marina Johnson, CFA

Managing Director, Principal

Marina walks around the office to personally say hello to everyone in the morning. Her upbeat attitude and ready smile makes our day.

Learn more about Marina

Vision Capital John LaBarca

John LaBarca, CFA

Director of Investments, Principal

John doesn’t let market swings affect his happy demeanor. Maybe that’s why he’s a scratch golfer.

Learn more about John

Ellen Logan

Ellen Logan

Client Service Associate

Ellen loves to explore and hopes to travel to every European country one day. Currently, Galway is her favorite foreign city.

Learn more about Ellen

Maria Malloy

Maria Malloy, CFP®

Client Relationship Manager

Maria always finds the bright side of life and is quick to laugh or smile. You can’t help but join her.  

Learn more about Maria

Sue McGrath

Sue McGrath

Founder, Principal

Sue has led a fascinating casreer and life and tells great stories – ask her about her adolescent years living in the Alaskan wilderness.

Learn more about Sue

Sarah Quist Vision Capital

Sarah W. Quist, CFP®

Managing Director, Principal

Sarah is vibrant and effervescent, and her laugh is infectious. We’re grateful for the positivity – and baked goods – she brings to the office.

Learn more about Sarah

Vision Capital Jeffrey Schmidt

Jeffrey L. Schmidt, CFA

Director of Investments, Shareholder

Jeff has varied interests and a broad range of knowledge. Ask him about virtually any topic, and he can provide you with a detailed analysis or opinion on the subject.

Learn more about Jeff

Vision Capital Matt Sheets

Matthew Sheets, CFP®

Client Relationship Manager

Matt enjoys trying new and unique foods. He welcomes your suggestions.

Learn more about Matt

Vision Capital Chris Sizemore

Chris Sizemore, CMFC, CPWA®

Director of Client Relationships, Shareholder

Regardless of the chaos around him, Chris manages to stay cool, calm, and collected. It’s these traits and more that clients appreciate about him and help them stay focused on the long–term plan.

Learn more about Chris

Stacy Sizemore Vision Capital Team

Stacy Sizemore, IACCP®

Chief Compliance Officer

Stacy loves dogs and can’t help wanting to meet every one she sees.

Learn more about Stacy

Madison Steinbrenner Vision Capital Team

Madison Steinbrenner, IACCP®

Client Service/Operations Manager, Shareholder

Madison is a delight to be around, and we are glad she brings her cheerful disposition and bright smile to the office every day.

Learn more about Maddie

Vision Capital Liz Swagerty Olsen

Liz Swagerty Olsen

Marketing and Business Development Manager

Liz loves music and discovering new artists. Ask her what’s on her playlist.

Learn more about Liz

Vision Capital Cliff Yount

Clifford M. Yount, IACCP®

Director of Compliance/Operations, Principal

Cliff is a multifaceted jack–of–all–trades who is just as adept at running our firm smoothly and securely as he is redlining documents for grammar and punctuation mistakes.

Learn more about Cliff

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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