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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