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"Bringing you truth, understanding and
discipline to the financial choices you make every day"

Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

 
Tom Konkowski, CWS®, CFS, CES, CIS, CTS

Tom Konkowski, MSFS, CFS®, RICP®

Founder / President

Investments, Financial, Tax & Estate Planning 

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President and founder of Vista Wealth Network, PLLC. Tom Konkowski heads a team of financial professionals who combine their varied skills and years of experience to provide the comprehensive, personalized services to retirees and pre-retirees wishing to pursue their retirement dreams.

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Deborah Bishopp, CFP®, CWS®

Deborah Bishopp, CFP®

Managing Partner

Investment & Financial Planning 

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Deborah Bishopp is dedicated to helping people create and preserve wealth. Her key to success is the personalized approach she takes in assisting clients with a comprehensive range of financial services.

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Jacque Konkowski

Jacque Konkowski

Director / Co-Founder

Client Services 

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Jacque is the Co-Founder of Vista Wealth Network, PLLC and has been married to Tom for 34 years. She handles the majority of our paperwork processing and Client Relations for our Group

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Gradient Investments, LLC.

We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing comprehensive financial solutions. Our diverse selection of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Plus we offer access to tax and compliance services through our third-party affiliates: Stovall and Associates, Ltd. and RIA Registrar, LLC. 

The Gradient Investments individuals who provide investment management and advisory services are not associated persons with any broker/dealer. 

 
Wayne Schmidt CFA®

Wayne Schmidt, CFA®

Chief Investment Officer

In October 2008, Wayne Schmidt joined Gradient Investments, LLC and Serve as Chief Investment Officer, With 26 years of investment experience, Wayne brings decades of institutional experience and in-depth knowledge of the private client .......

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Michael Binger CFA®

Mike Binger, CFA®

Senior Portfolio Manager

Michael Binger, CFA®, serves as the Senior Portfolio Manager for Gradient Investments, LLC. he Brings over 24 years of institutional equity investment to Gradient Investments and its affiliated advisors and Clients.

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 Mariann Montagne, CFA®

Mariann Montagne, CFA®

Senior Investment Analyst

Mariann Montage, CFA® serves as a Senior Investment Analyst for Gradient Investments, LLC. She has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure.    

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Vista Wealth's Network of Professionals

Below are other professionals we work with to bring solutions to the complexities of life.

You may also visit them at www.vista-wealth.net or call 623-505-9830.


 
Vista Wealth Management - Team

Jeanne Lien*

CLDP

Legal Document Preparation (6)

Jeanne is a Certified Legal Document Preparer licensed through the Arizona Supreme Court (Certificate # 80668). With 20+ years of professional experience Jeanne is well respected by her colleagues.

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Vista Wealth Management - Team

Dawnyel Smink*

Broker - Commercial & Personal Lines

Insurance Services (2)

Canyon Lands Insurance is an agency focused on long-term relationships and continued success. Our vision is to be the insurance agency of choice in the states we do business in by providing quality service.

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Vista Wealth Management - Team

Marta Prigmore*

Representative

Insurance Services (1)

Life insurance can help you make sure your family is provided for, your child’s educational needs are taken care of, and that your children will not have to worry about their future.

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Vista Wealth Management - Team

Terry Wiegel*

Insurance 

Medicare Health Insurance (3)

Terry has been in the ever-changing insurance business since 1984. He believes in building a relationship with clients and providing good information.

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Vista Wealth Management - Team

Rachel K. Versteeg*

Mortgage Broker

Mortgage Lending (6)

Rachel began her career working in the credit and collections field. She uses that experience to help clients understand how their credit affects their home purchasing abilities and guides them through the home loan process.

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Vista Wealth Management - Team

Andrew James*

Broker - Personal Lines

Insurance Services (1)

Andrew is still the “go to guy” when Clients need “new” auto or homeowners insurance. Utilizing a system that he has available to him, he is able to get quotes from several companies.

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Vista Wealth Management - Team

Jon Bohm*

Consultant

Business Services (4)

Jon is a sought after Personal Coach, Corporate Coach, National Speaker, and Trainer. Jon has worked with Fortune 100 top executives, Division 1 University staff and students, churches, non-profits and small businesses.

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* Representative is not affiliated with Gradient Securities, LLC., or Vista Wealth Network, PLLC.

Products & Services offered through Independent Companies

Below Independent Companies (1-6) are not affiliated with Gradient Securities, LLC., or Vista Wealth Network, PLLC

  1. Insurance services and products are offered through Westgate Insurance Group, PLLC (WIG).
  2. Insurance services and products are offered through Canyon Lands Insurance (CLI).
  3. Insurance services and products are offered through Health Insurance Solutions (HIS).
  4. Business consulting services and products are offered through Driven Coaching (DC).
  5. Legal document preparation services and products are offered through Eugenia Lien (CLDP # 80669) dba Certified Document Services (CDS).
  6. Mortgage lending services and products are offer through Sterns Bank (SB).

WIG, CLI, HIS, TCC, SB, DC, or CDS are not affiliated with Gradient Securities, LLC., or Vista Wealth Network, PLLC."