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
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Langley
      • Ellen Hurd
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
  • Resources
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

The Team

By last name (A-Z)

Vision Capital Katie Cummings

Katelyn A. Cummings, CFP®

Client Relationship Manager

Katie’s secret sauce is caffeine and she finds unique ways to integrate it into her diet.

Learn more about Katie

Vision Capital Brian Goss

Bryan Goss

Operations and Trading
Specialist

Bryan starts at 5:30am every day. He’s already eating lunch while we’re getting our first coffee.

Learn more about Bryan

Ellen Hurd

Ellen Hurd

Administrative Assistant

Ellen loves to explore and hopes to travel to every European country one day.

Learn more about Ellen

Marina Johnson

Marina Johnson, CFA

Managing Director, Principal

Marina walks around the office to say hello to everyone in the morning. It makes our day.

Learn more about Marina

Vision Capital John LaBarca

John LaBarca, CFA

Director of Investments, Shareholder

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

Learn more about John

Madison Langley Vision Capital Team

Madison Langley

Client Service Associate

Maddie is a pleasure to be around because she genuinely wants to make your day better.

Learn more about Maddie

Sue McGrath

Sue McGrath

Chairwoman, Principal

Sue buys us our favorite snacks for the office so we can have as much energy as she does.

Learn more about Sue

Courtney_Mersereau

Courtney L. Mersereau, CFP®

Client Relationship Manager

Courtney knows how to organize a party. Especially when there’s karaoke involved.

Learn more about Courtney

Sarah Quist Vision Capital

Sarah W. Quist, CFP®, CDFA

Director of Client Relationships, Principal

Sarah brings us fresh baked goods from the coffee shop every morning. We love her for it.

Learn more about Sarah

Vision Capital Jeffrey Schmidt

Jeffrey L. Schmidt, CFA

Director of Investments, Shareholder

Ask Jeff about anything and he will perform a detailed, multi-step analysis on the subject.

Learn more about Jeff

Vision Capital Chris Sizemore

Chris Sizemore, CMFC, CPWA®

Client Relationship Manager,
Shareholder

Chris stays focused no matter what is going on around him. He’ll have to tell us how he does it.

Learn more about Chris

Vision Capital Cliff Yount

Clifford M. Yount, IACCP®

Director of Compliance and Operations, Principal

Cliff is not a fan of short sentences and cares just as much about grammar as he does compliance.

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
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2022 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS