About our team
We founded Vista in 2021 to creatively challenge the status quo of wealth management.
At our core, we’re rooted in trust, loyalty, and collaboration with our clients and with each other. Life is busy, and we can become fixated on what’s right in front of us, losing sight of the bigger picture.
Chris Williams – More than two decades in the wealth management industry shaped Chris's core belief – that the foundation of innovative wealth strategy is in truly listening to clients and encouraging their real dreams and wildest ideas. His strong inclination to challenge conventions and push boundaries continually motivates Chris to create a more advanced client experience. Ultimately, this has been the driver to form his own firm to better serve private business owners through a network of institutions, technology, and services that don't exist in the traditional marketplace.
A father of four – Caitlin, Claire, Daniel, and Patrick – Chris has fun with mountain adventures, sampling craft beer and playing hockey. He is St. Louis born and raised, and attended Marquette University in WI. After several stops around the Midwest, Chris is proud to contribute his own venture, Vista Finance, LLC, to his hometown.
Brian Landzaat, CTFA – Brian’s 19 years in the financial services sector ignited his focus on a profoundly human-centric wealth management experience. This approach is enhanced by technology that’s tailored to match clients’ life and financial ambitions. His background spans both the back and front offices of a major trust company, where Brian developed a comprehensive understanding of the intricate policies, procedures, and committees crucial for success. Brian fosters a culture where creativity thrives, and professionals can wholeheartedly serve their clients, themselves, and their families.
Brian and his wife, Nicole, are the proud parents of Margot and Felix. The family resides outside of St. Louis, MO, in Webster Groves. Beyond his career, Brian enjoys music, exploring the outdoors and creating memorable moments with family and friends.
Lincoln Sorensen – Lincoln is energized by the day-to-day relationships with clients. His vision is to simplify the overly complex financial ecosystem through application of agile, customizable, and data-driven approaches. Lincoln strives to prioritize understanding his clients’ most basic and aspirational goals, and craft a customizable plan that ensures success. His 12 years of wealth management experience in corporate finance, trust management, and private wealth have culminated in a seasoned perspective that elevates the financial well-being of his clients and strengthens their futures. Lincoln joined Vista to embark on their own start-up journey, with the goal of upending the often unimaginative financial services industry.
Lincoln cherishes time at home with his wife Claire, a registered nurse, and their boy/girl twins, Lincoln III and Frances. He looks forward to playing golf, following St. Louis & his Alma Mater Mizzou in sports, and spending time with family and friends.
Brendan McNab – After starting out as a Firefighter in Colorado, Brendan joined the financial industry and has specialized in client-centered solutions in Wealth Management for the past 7 years. His broad range of experience encompasses life insurance, investments, financial planning, trust administration, banking, and technology. Brendan sees an opportunity to deliver an unparalleled financial experience with custom solutions that cater to each client's unique financial goals. As part of Vista, Brendan is inspired to recognize that true success comes not just from understanding the numbers, but from understanding the people behind them and the world that shapes us all.
Brendan is a St. Louis native who is glad to be back in the land of the Cardinals and the Blues. Ever an ardent lover of the outdoors, he embraces nature with his local running club and hits trails on his bike.
Jennifer O'Connor, CTFA, ABFP™, CFP® – Jennifer has over 20 years in the financial industry with a diverse background in banking, credit, insurance, investments, business succession planning, estate planning and comprehensive wealth planning. She uses a collaborative approach to create personalized strategies that pave the way for her clients to achieve their lifestyle and legacy aspirations. What sets Jennifer apart is her insatiable curiosity to listen to people's stories and backgrounds. This fuels her passion for solving clients’ financial challenges.
Jennifer and her children live just outside of St. Louis. When away from the financial world, she enjoys skiing, exploring the outdoors by trail or bike, attending live concerts, and embarking on travel adventures.
Catherine Flanagan – Catherine blends her background in education and finance to meet the distinctive needs of our clients. She values client satisfaction and is dedicated to providing support whenever needed. Catherine's adaptable skills and client-focused approach make her a solid part of the Vista team. She excels in tailoring her expertise to the client's situation, and aims to not only serve but enhance the financial journeys of those she works with.
A St. Louis native, Catherine currently lives in Ballwin with her partner, Jesse, and their three kids, Colin, Nora, and Ben. She finds joy in watching her kids pursue hockey and cheerleading. Catherine is a fan of competitive sports, hiking, biking, and has a knack for making people laugh. Her balanced approach to work and life reflects the ethos of excellence at Vista.
Jennifer Halpern – Jennifer draws on a background in integrated marketing and communications to help articulate Vista’s distinctive voice, design and narrative. With over 15 years tenure at Chicago ad agencies, Jennifer specializes in brand strategy and content development, cultivating enduring client relationships along the way. She taps into a mix of vibrancy, creative problem-solving, growth mindset, and a strong belief in the power of teamwork to bring great ideas to life. Jennifer seeks to innovate and elevate how Vista connects clients with financial solutions.
Jennifer loves to laugh with friends, old and new, and discover new music. She finds balance in time spent outdoors — whether swimming in the ocean, hiking mountain trails, or running to see what's around the next turn. Her passion for well-being is a driving force that fuels her professional endeavors.
Jamey Edgerton – Jamey possesses more than 20 years within the banking and financial services sectors working with individuals, families and privately held businesses. His journey has allowed him to live and work in NYC, San Francisco, Los Angeles, and Chicago before settling in St. Louis. Jamey has built trust with his clients throughout his career through listening, facilitating open dialogue, and a firm belief each relationship is unique. He is driven to deliver customized, holistic wealth management solutions specific to each client’s distinct needs. During his tenure with national financial institutions, Jamey was the executive "quarterback" for clients, managing teams consisting of private bankers, portfolio managers, brokerage, and trust officers.
Jamey and his wife of nearly 10 years are raising a blended family that loves the outdoors. Their 4 kids – Levi and Jack, less than a month apart in age (turn 18 in Dec and Jan), daughters Lola and Georgia (named for Jamey’s home state and alma mater) – are athletes, and grueling trail races out west are an annual family activity. A renaissance man, Jamey has his sights set on hiking all 58 14’ners in Colorado (5 of the 14,000’ peaks already in the bag), is a lifelong photographer, snowboarder, weightlifter, is learning conversational Spanish, and feels most at peace when paddleboarding with his wife.