Our Core Values Shape Our Approach

Our team is passionate about delivering the high-quality advice and guidance you deserve. We are accepting and inclusive, giving candid and nonjudgmental advice to help you navigate life’s uncertainties and achieve your goals.

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Integrity

We ask you to trust us with your dreams, hopes, and concerns. We earn your trust through openness, honesty, and ethical behavior.

 

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Excellence

We strive to deliver personalized, consistently high-quality service to each of our clients and our strategic partners.

 

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Abundance

We encourage you to appreciate the important things in life—your health, your relationships, and your resources—and to welcome each day as a gift.

 

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Compassion

We are committed to being available when you experience significant and sometimes sudden life changes. We want you to feel well-supported.

 


 

Our Guiding Principles Focus on Our Clients’ Experiences

  • We follow a Seek First to Understand, then Be Understood philosophy.
  • We work in your best interests.
  • We are ethical, caring, and committed, and we conduct business with integrity.
  • We strive to have an expectation-exceeding culture.
  • We provide proactive and friendly customer service.
  • We foster more joy in our clients' lives.
  • We are committed to be a learning organization.
  • We will strive to maintain a profitable enterprise.

 

Meet Our Team

Judy Redpath Headshot

Judy L. Redpath, CFP®, AIF®

Founder

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Judy L. Redpath specializes in working with entrepreneurs, small business owners, professionals and their families, overseeing their family finances, focusing on the accumulation, distribution, preservation and strategic transfer of wealth. Judy has received the national Women’s Choice Award® Financial Advisor1 consistently 2014 through 2020 and the Five Star Wealth Manager Award2 annually starting in 2015 through 2020. Judy was named one of the 20 Prominent Patriots in Business for 20153 by George Mason University’s School of Business.

Judy received her BA in French and an MA in West European Studies from Indiana University, Bloomington, IN and her MBA at George Mason University in Fairfax, VA. Following successful careers as a management consultant and in the high-tech industry, she started her business in 1996, became a CERTIFIED FINANCIAL PLANNER practitioner in 1999, and earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fi360 in 2009.

In October 2006, Judy founded VISTA Wealth Strategies in order to provide a holistic, independent approach to financial planning and wealth management. She is an Investment Adviser Representative offering advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

Judy is past president and past chairperson of the National Capital Area Chapter of the Financial Planning Association and served on the Leukemia & Lymphoma Society National Capital Area Chapter's Board of Trustees from July 2008 through June 2014. Judy served as a member of the Pentagon 9/11 Survivors Distribution Committee from 2006 until it ceased operations in 2008. She served on the Board of Directors of the Greater Reston Chamber of Commerce from 2005-2011 and remains an active member. She is past President of the Dulles Rotary Club, a member of the Herndon Rotary Club, and an alumna of Leadership Fairfax, Inc. VISTA Wealth Strategies and Judy were a 2008 Best of Reston awardee3 for community service.

She is a founding member of the George Mason University Financial Planning and Wealth Management Advisory Board and a founding member of the George Mason University School of Business's Women in Business Initiative. Judy is an avid supporter of local charitable and community causes, serving as Chair of the Best of Reston Selection Committee annually. She is a member of the Steering Committee of the Business Women’s Giving Circle in Northern Virginia.

Born and raised in Denver, Colorado, Judy maintains her love of the West. She resides in the Herndon/Reston area. Judy enjoys travel, music, cooking, the arts, photography, reading, nature, and watching college basketball.

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Jodene Gibbs

Senior Paraplanner

Jodene Gibbs is our senior paraplanner at VISTA Wealth Strategies LLC, working closely with Judy Redpath on the operational and analytical aspects of our clients’ planning needs.

Jodene joined us in October 2014 and brings with her international investment operations and financial planning experience, including several years based in London. Jodene has a postgraduate degree in financial planning and certification in portfolio management in South Africa.

Jodene grew up on the east coast of South Africa, exploring many outdoor sports and activities. She mostly enjoys equestrian sports and anything involving the ocean.

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Amy Fendley

Executive Assistant

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Amy Fendley joined the VISTA Wealth Strategies LLC team in October 2014 as an Administrative Assistant and was promoted to the position of Executive Assistant in September 2020.

Utilizing over 25 years of administrative and customer service experience, Amy assists Judy and her team in handling administrative, marketing and client service activities. Amy is also a certified Notary Public for the Commonwealth of Virginia.

Although born in Massachusetts, Amy grew up in Fairfax County and considers herself a Northern Virginia native. She is a proud alumnus of James Madison University in Harrisonburg, Virginia where she earned her BM in Music Industry and Vocal Performance.

Amy continues to share her love of music as a vocal soloist for area faith communities. She cherishes time with family and friends, cheering on her favorite NHL teams, watching movies and exploring new dining experiences.

1The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2019, of the 542 considered for the Women’s Choice Award, 169 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com.

2Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,535 Washington, DC area wealth managers were considered for the award; 115 (5% of candidates) were named 2020 Five Star Wealth Managers. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

3These awards are not specific to financial services and do not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account. 


 

We Collaborate with Other Professionals on Your Behalf

We partner with like-minded professionals in helping you pursue financial independence. These professionals all work with the same high level of ethics and integrity as we do. Our network includes:

  • Accountants
  • Tax advisors
  • Business attorneys
  • Estate planning attorneys
  • Property and casualty insurance
  • Real estate agents
  • Mortgage brokers
  • Elder care services