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Vista Wealth Group

Omaha Branch

11235 Davenport St  Ste 109
Omaha, NE 68154

Logan, IA Branch

312 E 7th St
Logan, IA 51546

Phone:

402-339-4800 (NE & IA)

Our Services

We'll start with the big picture, work to understand your needs and then create a tailored plan just for you.

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Vista View

Monitor Your Financial Health With eMoney Planning Software.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Vista Wealth Group!

We are financial advisors located in Omaha, Nebraska and Logan, Iowa. Our advisors are focused on holistic wealth management encompassing custom retirement income plans, wealth building and asset protection. 

Our aim is to create a collaborative partnership, prioritizing personal connections and understanding your unique financial goals. To highlight our commitment, we provide complimentary initial consultations, allowing you to discover how we can support your financial journey without any obligation. Let's work together to bring your financial goals insight.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck