Meet The Team
Vista Wealth Management’s team is dedicated to helping you and your family navigate the financial planning process. We holistically learn about your goals and objectives to create a systematic plan to help transform those goals into a reality. Our team is designed to specialize in all aspects of your plan while providing a seamless experience. We have built an infrastructure that assures we will provide a level of trust and guidance for you and generations to come. We look forward to partnering with you!
As a Wealth Management Advisor, Dave has the pleasure of working closely with his loyal clients by protecting their future and helping their family and future generations walk down a financially secure path. Throughout his career, Dave has always focused on spotlighting his client’s goals above all else. Dave and his team strive to make clients feel protected and secure while working along-side them by guiding them into building a future they can be proud of.
As a Retirement Plans Specialist, Dave focuses on helping plan sponsors achieve the ideal goal of 100% plan participation and 100% retirement readiness for their employees. He has built his retirement plan business model around education for the participants and compliance assistance for the business.
Whether Dave is working with an individual client looking to protect their future through insurance or working with a business owner managing a 401k plan for their employees, his principles are the same. Dave and his team handle every relationship with care and diligently listen and work to keep their needs met.
Dave obtained his Bachelor’s Degree in Economics from Illinois State University. He has been part of the financial services industry since 1991. He has his FINRA Securities 7, 6, and 63 licenses as well as the Illinois Life, Heath, and Long-Term Care licenses.
Jon began his career at Northwestern Mutual in 2007 after graduating from Illinois State University with his Bachelors of Science in Marketing. As a Financial Advisor, Jon has the opportunity to work alongside his clients to deliver financial solutions to reach their most rewarding life goals.
Over the years, Jon has partnered with individuals, families, and professionals by building trusting relationships and impacting their lives through his expertise and mentorship. He understands the importance of prioritizing for your future now. Jon’s objective is to be there to help navigate through any life-changing circumstances without losing sight of the life you envision for you and your family. The most fulfilling part of his job is that he gets to celebrate your milestones and successes with you throughout the years.
In addition to his primary role, Jon also spends time in leadership as a Field Director. Jon helps build, grow and develop the office and mentors advisors to ensure they are working with their clients with the same values and standards that Jon has learned to do. Jon has been in a formal leadership role for 11 years and gets a lot of energy giving back to the office. Jon currently resides in Park Ridge with his wife Kathleen and three kids Maggie (6), Tommy (3), and Charlie (1). In his free time, he loves to spend time with family, travel, be outdoors, and stay active.
Nick joined Northwestern Mutual as an intern and became a Financial Advisor in July 2018. Nick was named Schaumburg’s Team Gold Advisor of the Year in 2019 and 2020. With Nick’s success, he’s been able to positively impact the lives of his clients by providing them with a plan to protect and maximize their personal and financial situations. He has also remained a part of the internship program to continue to develop young students seeking rewarding jobs in their future.
Nick attended Illinois Wesleyan University where he graduated with a degree in Financial Services. While completing his internship with Northwestern Mutual, he also played Lacrosse and continues to stay involved with the university and team. Apart from spending time with family and friends, Nick enjoys the outdoors and stays active with water and snow sports, golfing, hiking, and camping.
James joined Northwestern Mutual in October 2020. James was named Rookie of the Year for 2021, Chicagoland and Schaumburg Team Gold Advisor of the Year for 2021. With James’ success as a Financial Advisor, he has impacted the lives of his clients, helping them grow and achieve their personal and financial goals. He is a part of the leadership team, helping to grow the Schaumburg office.
James graduated from Nicholls State University, Thibodaux, Louisiana in December 2006 with a Master's in Business Administration. Prior to joining Northwestern Mutual, he served as the Director of Educational for the Sigma Alpha Epsilon Fraternity. James' passion for planning comes from a belief that everyone not only needs a financial plan but deserves a plan. In his spare time he enjoys running marathons and traveling.
Cameron has been a Financial Advisor with Northwestern Mutual since June 2017. Cameron has had great success throughout his career including the Northwestern Mutual Chicagoland Rookie of the Year in 2018. As a Financial Advisor, Cameron is responsible for protecting individuals and families from potential risks to their financial situation, strategically accumulating wealth, and optimizing the use of every dollar. He also helps run the internship program throughout the firm to develop future leaders to impact more lives within the community. Cameron is Life, Health, and Long-Term Care as well as FINRA Securities 6 and 63 licensed.
Cameron has found this career to be rewarding and is most passionate about being able to see his client’s goals become reality through dedicated planning. His mission is to guide and grow with his clients through education to create bulletproof financial security and generational wealth.
Cameron has a double major in Finance and Economics from Augustana College. He is a loyal Chicago sports fan. In his free time, he enjoys golfing, cycling, and spending time with his family.
Deborah joined the team as an Associate Wealth Management Advisor in 2009 with extensive experience in the Financial Services industry. Her responsibilities include asset management, investment client operations, and team management. She is a true team member that ensures all clients experience our concierge service through efficient workflow. Deborah has her FINRA Securities 7, 6, and 63 licenses as well as her Illinois Life, Heath, and Long-Term Care licenses.
Deborah’s family consists of her husband Dennis, and her two teenage daughters, Emma and Olivia. In her spare time, she enjoys music, reading, and spending time with her family.
Jiyun joined Northwestern Mutual in 2007 and has been a part of Vista Wealth Management since April 2021 as a Director of Client Services. Her role consists of assisting with daily operations and communicating with clients during the underwriting process. Ji has her FINRA Securities 6 and 63 as well as her Life and Health Insurance license.
Jiyun is passionate about being able to support clients and use her natural ability to problem solve. She enjoys being able to use her expertise to always give her clients clarity, confidence, and satisfaction.
Ji’s family consists of her husband and two children. In her free time, she likes to play volleyball and do fun activities with her friends and family.
Ryan Jinkins joined Northwestern Mutual in 2018 and currently works as an Associate Financial Representative for Vista Wealth Management Group. His role is to service a portion of the new and current clients within Vista by conducting annual reviews, updating financial plans, and providing any requested service. Ryan is licensed in Life and Health Insurance and FINRA Securities 6 and 63.
Ryan feels passionate about helping people achieve their goals and loves the challenge of comprehensive planning. He enjoys getting to know each client on an individual basis and be a part of their journey.
Ryan and his wife, Kathryn, have two German Shorthaired Pointers. Ryan’s interests include golfing and working with his dogs.
Breanna joined Northwestern Mutual in July 2021 and works as an Associate Financial Representative for Vista Wealth Management Group. She is responsible for administrative and marketing support. Breanna helps organize and prepare materials for presentations and meetings with clients. She also has her Life and Health Insurance license.
Breanna has always had a passion for the financial industry and helping others achieve their goals. She enjoys being able to share her marketing creativity to help enhance the client’s experience.
Breanna has a young daughter and a dog. She enjoys sports, music, reading, and spending time with family and friends.
Nicolas joined Northwestern Mutual in December 2018 as a Financial Representative. Nick became a part of Vista Wealth Management Group in October 2021 as a Financial Representative Assistant. He will be responsible for creating plans and recommendations to the client. Nick has his FINRA Securities 6 and 63 as well as his Life and Health Insurance license.
Nick has a passion for helping people and finds it extremely rewarding when client’s meet their financial goals.
Nicolas resides in Chicago’s north suburbs and in his free time he enjoys cheering on local Chicago sports teams such as the Bears, Cubs, and Bulls, as well as spending time with his two rescue dogs, Sonny and Chloe.
Joseph joined Northwestern Mutual in September 2021 as a 401k Client Service Manager for Vista Wealth Management Group. As the Client Service Manager, Joe is the main point of contact for all 401k accounts. He helps service plans and schedules annual and education meetings.
Joe is passionate about helping other plan for a stress-free retirement. He enjoys being able to relate to his clients by using his own personal knowledge and experience through his work to impact their lives.
Joe is a big sports fan and enjoys traveling and listening to music. Joe has had the privilege of traveling to over 20 countries already and plans to continue to explore the world.
Associate Financial Representative
Dan joined Northwestern Mutual in 2017 as an intern at the downtown office whilst attending DePaul University’s Driehaus College of Business and later transitioned to Vista Wealth Management Group in March of 2022. His primary responsibilities include the processing of insurance applications as well as the fielding of service requests. He has his Illinois Life, Health, and Long Term Care licenses. Outside of work, Dan spends his time reading classic literature, playing with “toys” in his garage, – named Bosch, Milwaukee, and Ryobi – and walking his two rescue border collies named Thorin and Varda.
Lynn joined Northwestern Mutual in March 2022 as an Associate 401(k) Client Service Manager. As the Client Service Manager, she is a point of contact for all 401(k) accounts and servicing. She comes with over 25 years of Customer Service and Human Resources experience including the role of a plan sponsor.
Lynn’s passion is helping her clients navigate and understand their needs to make it as seamless and as stress free as possible.
Lynn’s family consists of her Fiancée, Moises and her son, Jake. In her spare time, she enjoys watching her son play football and baseball and spending time with her family and friends.