Green Vista Asset Management LLC

James Sewell is a financial advisor with Green Vista Asset Management LLC and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including 15 years at G.A. Repple & Company and ongoing roles at Covenant Financial Management and Niceville Business Exchange. Outside of finance, he serves as president of a local networking organization. Green Vista Asset Management serves individual and institutional clients through customized portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence across a broad range of investment strategies and maintains active oversight of third-party managers to align portfolios with client objectives.

Philip Beytell is a financial advisor at Green Vista Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at G.A. Repple & Company and Copley Alternative Investments Inc. Outside of his advisory work, he serves as a part-time head coach at Lakeland Judo Academy. Green Vista Asset Management serves individual and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm combines third-party macroeconomic research with in-house due diligence and uses a variety of investment instruments to tailor portfolios to client objectives.

James Clements is a financial advisor with Green Vista Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Green Vista since 2018 and previously spent eight years at Wealth Management, LLC. In addition to his advisory role, he is president of Clements CPA Group PA, where he provides federal tax planning, preparation, and bookkeeping services. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, estates, and corporations, offering portfolio management, financial planning, and third-party manager selection. The firm uses a combination of external research and in-house due diligence across multiple asset classes to tailor portfolios to client objectives and risk profiles.

Sally Tomlinson is a financial advisor at Green Vista Asset Management LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Green Vista Asset Management since 2021. Prior to this, she spent over a decade at Smith & Nephew and had brief roles at Dillard's and Green Vista Capital, LLC. Green Vista Asset Management serves individual and institutional clients through portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence and uses a variety of investment strategies to tailor portfolios to client objectives and risk profiles.

Christiaan Van Der Burgh is an investment adviser representative at Green Vista Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked with Green Vista Capital since 2019 and Flight Scope since 2018. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, estates, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence and employs a range of investment instruments and strategies tailored to client objectives and risk profiles.

Philippus Van Staden is a financial advisor at Green Vista Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been involved in various business ventures including real estate development and insurance, such as serving as an agent for Fixed Insurance and managing several development funds and LLCs. Van Staden is also involved in consulting through True North Resources, LLC. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm’s investment approach combines third-party macroeconomic research with in-house due diligence across a broad range of instruments and strategies, with ongoing oversight of third-party managers to align with client objectives.