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.
— 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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Team-Based Approach
A blend of diverse expertise to collaboratively provide comprehensive and personalized financial advice and services.
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Standard of Excellence
Extensive credentialed knowledge, including CFP®, ChFC, CLU, RICP, and CPFA.
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In-House Specialists
Over a dozen specialists to help design and illustrate innovative solutions.
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Client Service
Personalized attention, specialized advice, and tailored strategies that cater to our clients’ needs.
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Comprehensive Planning
An integrated approach is designed to ensure all goals are met in the most efficient way possible.
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Digital Collaboration
The latest tools and interactive resources that securely store important documents and track progress towards goals.
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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