Who We Are

Helping to Provide Clarity Since 1886

At Vista Wealth Solutions, we’ve been helping people see their financial world differently since 1886. As Managing Partner, I’m proud of the foundation we’ve built as one of MassMutual’s long-standing general agencies. That history gives us time-tested experience, but what excites me most is how we continue to bring a fresh perspective to wealth management.

I believe in supported independence—giving our financial professionals the resources, guidance, and freedom they need to deliver extraordinary service. Our “fans first” mentality isn’t just a phrase; it’s how we ensure both our clients and our team feel valued and supported every step of the way.

With a strong national reach, we remain steadfast in our mission: to help people unlock their full potential through clarity, confidence, and connection. Everything we do at Vista Wealth Solutions is rooted in that commitment, and I couldn’t be more honored to lead a team that brings it to life every day.

Signature

— Anthony Spatichia, Managing Partner

By The Numbers

104K+

Clients *

$10B+

Client Account Values **

$27B+

Life Insurance in Force ***

$12M+

In LifeBridge Coverage ****

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.
* An owner of a MassMutual policy or contract.
** Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment
products offered through MML Investors Services, LLC, a MassMutual subsidiary, as of 12/31/24.
*** Amount of individual life insurance in force as of 12/31/24 related to products issued by Massachusetts Mutual Life
Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
**** Amount of cumulative LifeBridge coverage in force through 12/31/24. MassMutual’s LifeBridgeSM program provides free
$50,000 ten-year term life insurance policies to eligible parents and legal guardians. MassMutual pays the premiums.

Vista Wealth Solutions

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Why Vista?

Vista Wealth Solutions offers a deep bench of highly experienced financial professionals who work collaboratively to define your goals and help you design a clear path to greater possibilities.

Key Leadership

 At Vista Wealth Solutions, we believe in the strength of teamwork and trust. Backed by over 100 years of experience, we deliver the support colleagues and clients need to succeed.

Anthony Spatichia

Managing Partner

Kristi Acree

Senior Managing Director

Shilo Daddona

Head of Operations

Paul Felix

Senior Managing Director

Tim Lavelle

Senior Managing Director

Ron Mead

Senior Managing Director

Jake Ritter

Head of Design Center

Cynthia St. Pierre

Head of Advisor Experience

Sal Saymaz

Senior Managing Director

Scott Simon

Head of Supervision + Producer Services

Bob Brady

Compliance Director

Eric Cella

Managing Associate

Michele Ednock

Managing Associate

Les Eisel

Managing Director

Tricia Holler

Director of Sales Execution Team

Steve Johansen

Compliance Director

Andrew Johnson

Compliance Director

Tom Kilker

Head of Compliance

Safwan Mattar

Head of Technology

Joe Midili

Managing Director

Shane Mulligan

Managing Associate

Greg Novosel

Compliance Director

Sean O’Rourke

Managing Director

Tim Price

Managing Associate

Joe Russella

Head of Property + Casualty

Bob Ryan

Managing Associate

Tammi Stein

Head of New Business & Underwriting

Scott Sylvainus

Managing Director

Will Travis

Director of Investments + Annuities

Dave Weisman

Director of Wealth Management Distribution

Wanda Abney

Technology Coordinator

Meg Argento

Licensing + Contracting Coordinator

Joseph Ayers

Paraplanner

Vicki Bachman

Senior New Business Specialist

Andrew Cortese

Paraplanner

Mike Courtney

Life Insurance + Disability Income Insurance Brokerage Director

Lisa DeCecco

Operations Specialist

Emmett DeRome

Sales Execution Team Coordinator

Tim Dougherty

Retirement + Qualified Plan Specialist

Kyle Dunn

Life + Disability Insurance Design Support

Owen Evans

MMLIS Operations Specialist

Nick Filippini

Life Insurance Specialist

Kyle Frechette

Finance Specialist

Maria Gallagher

Executive Assistant

Zack Golen

Retirement + Qualified Plan Specialist

Sarah Halteman

Practice Development Specialist

Mandy Heuser

Office Coordinator - Radnor

Dave Hummel

Advanced Sales + Business Planning Specialist

Rosejoy Kleinman

Compliance Coordinator

Kimberly Kokoszka

New Business Specialist

Zoe Litchman

New Business Coordinator

Maryann Lutz

Finance Coordinator

Emma Lytle

Senior Paraplanner

Dan Mallee

Paraplanner

Ron Matthews

Sales Execution Team Coordinator

Erin McBride

Licensing + Contracting Coordinator

Donna Newberry

Senior New Business Specialist

John Novak

Retirement + Qualified Plan Specialist

Daren Prokopowich

Technology Coordinator

Jeff Ryan

Life Brokerage Director

Bruce Sham

Advanced Sales + Special Care Planner

Colleen Sheehan

Executive Assistant

Maia Smillie

Office Coordinator - Horsham

Kris Sottolano

Senior New Business Specialist, Brokerage

Rory Sullivan

College Funding Strategies

Allyson Trumbore

Teaming Experience Specialist

Alicia Vivenzio

Disability Income Insurance Specialist + Brokerage Director

Nicole Wood

Advisor Experience Specialist

Vera Worth

New Business Specialist

Natalie Wright

Advisor Experience Coordinator

Mike Zirolli

Group Whole Life Insurance

Chelsea Zucco

Advisor Experience Coordinator

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