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

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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 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 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.

She is a founding member of George Mason University’s Financial Planning and Wealth Management Advisory Board, and is a member of the Steering Committee of the Business Women’s Giving Circle in Northern Virginia. Judy is past president and past chairperson of the National Capital Area Chapter of the Financial Planning Association. Judy served as a member of the Pentagon 9/11 Survivors Distribution Committee from 2006 until it ceased operations in 2008. She is a member of the Greater Reston Chamber of Commerce and served on its Board of Directors from 2005-2011. 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 awardee for community service.

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.

​Awards and Recognitions

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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

       

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.


 

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