Welcome to The Vista Group; Providing Vision and Perspective for Your Financial Future

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life.

It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.

As the financial world becomes more complex and investment choices multiply, careful planning becomes more important to helping you achieve your financial goals.

As Financial Advisors, our role is to help you use your wealth to achieve what is most important to you.  We are committed to building a relationship of trust. 

We work with you to help you develop a strategy that lays out a clear path to your goals — a strategy that we develop in collaboration with you, and one that you can follow with confidence in the face of the market’s ups and downs.

Drawing on the team’s experience — and perspective informed by the insight and resources of one of the world’s largest financial firms — we will translate your goals into a specific Investment objective and personalized investment strategy, structure a portfolio, implement and continually refine the strategy to help bring you closer to your definition of investment success.

In short, your goals become our focus, and working towards them becomes a commitment that we share.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Introduction:

Our role is to help you ensure that your investment objectives are consistent with both your pressing financial concerns and your long-term aspirations. Working together, we define what is important to you and develop the solutions to help get you there. We have developed a disciplined process to help you achieve your goals.

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    Step 1: Getting to Know Each Other

    Our relationship begins with listening to learn about who you are as a person. We meet to talk – not just about your assets, but also about your values, aspirations and vision for the future. Understanding who you are and what you hope to accomplish enables us to identify potential gaps that may exist between you and your goals, and to develop customized strategies that help maximize your likelihood of success.

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    Step 2: Developing your Personalized Wealth Management Strategy

    Based on our discussions, we have gathered all of what matters most to you. We will work collaboratively to develop specific strategies which are tailored to your unique financial situation. Our advice may encompass issues such as retirement planning, tax minimization potential, wealth transfer and family dynamics.

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    Step 3: Implementing your Strategy

    After we have discussed and refined your strategy, we work closely with you to bring the elements to life. We will work diligently to implement each step with the care, focus and the respect that you expect. Combining our skills and experience with the resources and intellectual capital of Morgan Stanley. Whatever approach we decide on together, our team will help you keep your strategy on track.

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    Step 4: Ongoing Commitment

    We view ongoing communication as the foundation of our successful collaboration with you. We will be proactive, identifying areas of opportunity or concern, and staying abreast of changes with you, your family and the world. We will suggest appropriate adjustments to your strategy to help it remain aligned with your goals. Our goal is to always be a guide and resource you can turn to at any time.

Awards, Recognitions & Community Involvement

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life.

It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals. Giving back to the community and serving as volunteers on non-profit boards is important to us.
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    Mitch Vigil - Forbes Magazine | Forbes Best-in-State Next-Gen Wealth Advisors | 2024
    Mitch Vigil was named one of Forbes Best-in-State Next-Gen Wealth Advisors in 2024.

    Disclosure:
    Forbes Best-in-State Next-Gen Wealth Advisors
    Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
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    John Rochester - Forbes Magazine | America's Best-in-State Wealth Advisors | 2022
    John Rochester has been named to Forbes Magazine's 2022 List of America's Best-in-State Wealth Advisors.


    Disclosure:
    ​Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
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    John Rochester - Forbes Magazine | America's Best-in-State Wealth Advisors | 2018
    John Rochester has been named to Forbes Magazine's 2018 List of America's Best-in-State Wealth Advisors.


    Disclosure:
    Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17.
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    John Rochester - Community Involvement
    CURRENT:
    •Presbyterian Healthcare Foundation (Albuquerque, NM) - Treasurer, Board Member

    PAST:
    • Museum of New Mexico Foundation (Santa Fe NM) – Advisory Trustee
    • New Mexico Arts Commission (Statewide) - Commissioner
    • The Food Depot (Santa Fe, NM) – President, Treasurer
    • Lambda Literary Foundation (Los Angeles, CA) – Vice President, Treasurer
    • Santa Fe Performing Arts (Santa Fe, NM) – President, Treasurer
    • Resolve (IMPACT Personal Safety) (Santa Fe, NM) – Board member, Chair of Finance Committee
    • Santa Fe Community College Foundation (Santa Fe, NM) – Philanthropy Advisory Committee
    • Santa Fe Community Foundation (Santa Fe, NM) – Future Santa Fe and Envision Fund Committees
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    Mitch Vigil - Community Involvement
    CURRENT:
    • New Mexico Cancer Center Foundation, President/Board Chair 2016-Present

    PAST:
    • Big Brothers Big Sisters Mentor 2.0 January 2016 – March 2019
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    Carlos Duque - Community Involvement
    PAST:
    • St. Martin’s Hope Works (now Hope Works) – Board member

A Tradition of Service to the LGBTQ+ Community

MODERN WEALTH TOOLS & RESOURCES TO HELP OUR CLIENTS

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
    Learn more about Morgan Stanley Online
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    Total Wealth View
    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
    Learn more about Total Wealth View
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    MS Reserved
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
    Learn more about MS Reserved
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    The GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
    Read the Latest Report
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    GPS: Goal Planning System
    Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether you are “On Track” to achieving your financial goals.
    Learn More Here
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    Online Security Center
    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
    Learn More Here

Location

150 Washington Ave
Suite 301
Santa Fe, NM 87501
US
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US

Meet The Vista Group

About John Rochester

John Rochester is the founder of the Vista Group, a financial advisory team located in Santa Fe providing leading advice to individuals, as well as charitable organizations. He has been in the financial service industry for 31 years having been affiliated with Merrill Lynch, Morgan Stanley and its predecessor firms. John has been recognized on the Forbes “America’s Best-in-State Wealth Advisors” list, first in 2018 and again in 2022.

Previously, John’s career was in public accounting where he focused on not-for-profit, governmental and retirement plan clients. It was during that time that he became aware of clients’ needs for translating their goals into specific investment objectives and personalized investment strategies. Realizing that by structuring portfolios which could be implemented and then continually refined, John knew his professional commitment was to help bring clients closer to their definition of financial success.

John has a long history of local and national philanthropy having served on numerous boards ranging from the arts to food insecurity, education, LGBTQ issues and animal rights. He has been awarded a number of distinguished accolades for his dedication including the “2007 America’s Promise National Volunteer of the Year” award, a “Presidential Point of Light Service Award” in 2007 and the “2000 Code of the West Volunteer Service Award”. He was also recognized in 2014 as one of the “10 Who Made a Difference” in Santa Fe. John is continuing his philanthropic service as a member of the New Mexico State Arts Commission, Treasurer of the Presbyterian Health Foundation Board, and Trustee for The Museum of New Mexico Foundation.
Securities Agent: TN, OK, AL, ME, UT, CO, TX, SC, MO, WY, NV, IA, CT, WA, VT, NM, NC, AZ, VA, OH, NY, NJ, NE, MI, IL, ID, GA, CA, MS, FL, WI, SD, MT, MD, MA, KS, NH, MN, DC, AR, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268361
CA Insurance License #: 0K51407

About Mitch Vigil

Mitch Vigil brings an extensive amount of experience to his role as a Financial Advisor. Born and raised in Albuquerque, New Mexico, Mitch enjoys working in the city he calls home. Mitch joined Morgan Stanley in 2015, and rapidly grew his career by enhancing the service and advice he provides to clients, becoming a Senior Vice President and Senior Portfolio Manager. He focuses on providing personalized advice and service through a disciplined wealth management process. Mitch serves a wide and diverse range of clients, though a large portion of Mitch’s clientele are women above the age of 50, both single and married.

When asked about his role, Mitch said “As a family man and member of the community, I understand what is important to me and what brings me fulfillment. Taking the time to listen and truly understand what makes my clients happy, what they value, who's important in their life, and what they enjoy doing most is the center of our relationship. In order to help my clients spend more time on the things that matter most to them, I bring the tools and resources to help make sure their financial future is secure and they are fulfilled personally. Working closely with others to help craft, build and maintain their chosen lifestyle is what drives my passion and my life.”

Mitch earned his B.A. in Business Administration, Financial Management, and Economics from the University of New Mexico. He volunteers and is the board chair/president of the New Mexico Cancer Center Foundation. This foundation helps cancer patients with non-medical financial costs and other support services.

Mitch has been married to Camaree since 2015, and they have two children together, Greyson and Camila. In his free time, Mitch enjoys reading, exercising, mountain biking, and doing house projects with his wife.
Securities Agent: ME, KS, ID, AR, DC, MN, CA, WA, SD, SC, NH, AL, MA, IA, FL, WY, OH, NY, NC, MD, NM, MT, MI, AZ, UT, TN, WI, NJ, MO, VT, VA, OK, NV, NE, MS, IL, GA, CT, CO, TX, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1492060

About Carlos Duque

With more than 16 years of financial industry experience, we are firmly committed to long-term relationships and strive to deliver exceptional client service. We listen very carefully to each client’s aspirations and concerns, and based on this input, we work diligently to help them achieve their most important goals.

I have been working in the financial industry since 2005 and believe that honesty, respect and hard work are essential values in both my professional and personal life. Prior to joining Morgan Stanley in 2011, I was a financial advisor at Wells Fargo. I also worked for a top-tier accounting firm as a tax consultant. I earned my Bachelor’s degree in accounting and my post graduate degree in taxes from the renowned Panamerican University in Mexico City.

Originally from Mexico City, I was raised and lived there for 25 years before coming to New Mexico. I met my wife, Victoria, in 2001, and we have three children, Ella, Patrick and Andre. We have been living in Rio Rancho since 2009. Outside of work, I enjoy spending time with my family, training for triathlons and striving for a balanced and healthy lifestyle. I am constantly seeking challenges and motivated toward new goals. I have completed five sprint triathlons, one Olympic and my first Half Ironman in Boulder, CO in August of 2022.
Securities Agent: TN, CO, DC, WI, SD, NY, MI, MD, MO, AZ, NC, MS, VA, UT, MN, AL, OR, MT, ID, NJ, KS, NV, FL, CT, WA, VT, TX, NE, GA, AR, SC, NM, MA, CA, WY, OK, OH, NH, ME, IL, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1393537

About Nancy Castelli

Nancy joined Morgan Stanley in Santa Fe in 2013 after relocating from San Francisco. Her experience in financial services has varied from serving individual investors to financial advisors, private bank portfolio managers and private bank home office teams. From her role as a Business Development Associate on the Sales Team that launched iShares ETFs in 2000, she appreciates client service and sales as an opportunity for risk management and efficiency in portfolios. Prior to iShares, she was a Registered Associate in Private Client Services at Bear Stearns specializing in futures trading support and IPO/syndicate activity.

She started in the financial services industry at Prudential Securities in Boulder, CO and then at Dean Witter in Santa Fe, NM.

Nancy graduated from the University of Massachusetts, Amherst with a BS degree in Resource Economics. She holds the Certified Investment Management Analyst (CIMA®) designation.

Disclaimer: This role cannot solicit or provide investment advice.

About Cindy Snapka

I am proud to be a part of the Morgan Stanley team. I am a Client Service Associate with over 28 years of service experience. I enjoy working closely with my Financial Advisors and want to deliver a level of service that exceeds our clients’ expectations in every way. I strive to create an environment that is welcoming, accommodating, and professional.

I have lived in Albuquerque since 1987. I enjoy being with family and friends (people and animals!) My hobbies are scrapbooking, cardmaking, and exploring the local parks with my dog. I actually take my cat for a walk too or, should I say, my cat walks me! I enjoy the outdoors and would love to travel more and explore all parts of our beautiful country.

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Rick Dombrowski

Rick Dombrowski is a Private Banker serving Morgan Stanley Wealth Management offices in Arizona.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Rick began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Private Banker at BBVA Compass. He also served as a Credit Analyst, Private Banker and Regional Credit Manager at Wells Fargo Bank, N.A.

Rick is a graduate of Arizona State University, where he received a Bachelor of Science in Finance. He lives in Scottsdale, Arizona with his family. Outside of the office, Rick enjoys music, skiing, and traveling.
NMLS#: 512436

About Alex Delgadillo

Alex is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Arizona and New Mexico He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.

Alex began his career in financial services in 2010, and joined Morgan Stanley in 2022. Prior to his current position, he worked as a Private Client Advisor for J.P. Morgan.

Alex graduated from Arizona State University and Tecnológico de Monterrey and holds his Certified Financial Planner™ designation. Alex lives in Phoenix, Arizona with his family. Outside of work, Alex enjoys film production, stand-up comedy, and tennis. Some organizations that he supports include the Community Food Bank of Southern Arizona, Phoenix Committee on Foreign Relations, Phoenix Sister Cities, Detour Theatre Company, and Cowtown SKATE.

About Trammel Austin

Trammel Austin is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Trammel provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.


He earned his undergraduate degree from Georgia State University and received the Financial Planning Specialist® designation from the College for Financial Planning. Trammel is originally from Austin, Texas and currently resides in Alpharetta, Georgia.
Wealth Management
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Ready to start a conversation? Contact The Vista Group today.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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Awards Disclosures
CRC 6491812 (04/2024)