Broker Check

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.

 

Vista Wealth Advisory, PLLC

Tom Konkowski, MSFS, CFS®, RICP®

Founder / President

623-255-6260

623-505-9841

tom@vista-wealth.com

Investments, Financial, Tax, Estate & Retirement Income Planning President and founder of Vista Wealth Network, PLLC and Vista Wealth Advisory, PLLC. Tom Konkowski heads a team of financial professionals who combine their varied skills...

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Deborah Bishopp, CFP®

Managing Partner

623-255-6260

debbie@vista-wealth.com

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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Vista Wealth Advisory, PLLC

Terrence Ransom PhD, JD

Financial Consultant

480-277-2840

480-656-8399

Terry@vista-wealth.com

Financial Advice Terry’s passion is working with clients to help them to gain a well-informed understanding of their finances (from all perspectives) coupled with educated financial decision-making. He thrives on holistic...

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Vista Wealth Network, PLLC

Jacque Konkowski

Director - Client Relations

623-255-6260

623-505-9841

jacque@vista-wealth.com

Client Services Jacque is the Co-Founder of Vista Wealth Network, PLLC and has been married to Tom for 36 years. She handles the majority of our paperwork processing and Client Relations for our Group. Jacque will be the friendly face...
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Vista Wealth Insurance, PLLC

Dawnyel Smink*
Canyon Lands Insurance

Broker - Commercial & Personal Lines

623-505-9830

623-505-9841

Insurance Services* 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. We work...
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Vista Wealth Insurance, PLLC

Terry Wiegel*

Health Insurance Solutions Inc

Broker - Medicare Health Insurance

623-505-9830

623-505-9841

wedoinsurance@att.net

Medicare Health Insurance* Terry has been in the ever-changing insurance business since 1984. He believes in building a relationship with clients and providing good information. Terry will shop the market to find the best options that...
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Vista Wealth Insurance, LLC

Steve Joannes*
American Family Insurance of Prescott

Agency Owner

928-775-0175

Insurance Services* Sometimes looking for the best insurance can be a challenge. Let me put your mind at ease. Please give me a call, and I'll discuss the right American Family Insurance options to meet your unique needs. ORGANIZATIONS...

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Vista Wealth Insurance, LLC

Lupe Aguilera*
Brown & Brown of Prescott

Medicare Consultant

928-445-3540

laguilera@bbprescott.com

Medicare Services - Prescott* With nearly 34 years experience as an experienced broker, Lupe specializes in Medicare products. Bi-lingual in English and Spanish to provide excellent customer service to all Brown and Brown clients....

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Vista Wealth Tax, LLC

Becky Hamilton*
Becky Hamilton Tax Services

Enrolled Agent (EA)

623-505-9830

623-505-9841

becky.hamilton@hamilton-tax.com

Tax and Accounting Services* Becky has 25 years tax preparation, audit and accounting experience. As a licensed IRS Enrolled Agent we can represent you before the IRS. Annually complete a minimum of 24 IRS approved Continuing Education...

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 Vista Wealth Tax, LLC

Mark M Harnden, CPA*

Mark M Harnden, CPA, PC

CPA

480-368-5755

mharnden@markmharndencpa.com

For years, Mark M. Harnden CPA, PC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such...

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Vista Wealth Estate, LLC

Jeanne Lien*
Certified Document Solutions, LLC

Certified Legal Document Preparer (CLDP)

623-505-9830

623-505-9841

Jeanne@vista-wealth.net

Legal Document Preparation* 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. Jeanne is...

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Vista Wealth Estate, LLC

Nicolas J. Cornelius *
Kendhammer & Partners, L.L.P.

Estate Planning Attorney

602-340-9900

Mr. Cornelius graduated from the University of Arizona James E. Rogers College of Law in 1991. He took a position in the Securities Division of the Arizona Corporation Commission right out of law school, where he practiced in the areas...

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Vista Wealth Estate, LLC

Jeffrey S. Cappellini, Esq*

Estate Planning / Trust Attorney

922-522-2214

Legal Services* Jeff Cappellini has over 25 total years of legal experience. His practice is exclusive to estate planning; trusts and wills; business law/succession planning; incorporations (corporation, LLC, etc.); contract...

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Vista Wealth Estate, LLC

Jill M. Hudson, J.D.*

Hudson Law Firm, PLLC

Estate Planning Attorney

480-369-4802

hudsonlaw@cox.net

Practicing in the areas of Wills / Trusts / Estate Planning / Veterans' Disability Law

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