Vista Point Wealth Advisors

(480) 563-1367

Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.

Team intro

Our story

At Vista Point Wealth Advisors, we spend time getting to know our clients as individuals, including incorporating their values into their financial objectives. We pride ourselves on providing unparalleled customer service.

Our team

Brian Brooks

CFP®, ChFC®, FICF, FIC, CKA®

Wealth Advisor

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Nick Goins

BFA™

Associate Financial Advisor

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Lisa Shillingburg

Operations Manager

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Scott Byrdy

Investment Analyst

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Linda Reidenbach

FIC, RICP®, CLTC®

Financial Advisor

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How we work with you

We invest our time in learning more about you and your loved ones. Our financial expertise and personalized advice help you see where you stand today, tomorrow and beyond.

Our solutions

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

Disability insurance

Disability income insurance replaces a portion of your income if you get sick or hurt and can’t work for an extended period of time.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Community impact

Helping Hands for Single Moms

Feed My Starving Children

Stepping Stones Agencies

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional Information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Events

Savvy Tax Strategies

Taxes can be complicated, and no one wants to pay more than their fair share.

Learn how to avoid common mistakes when it comes to your investment portfolio, health care, and estate strategies. This educational workshop will cut through the jargon and complexity. Attend to discover:

The critical tax questions to answer before retirement.

How to help avoid the Social Security "tax trap".

Ways to create a tax efficient retirement strategy.

Available at 12:00 PM & 6:30 PM PT.

No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. For more information visit Thrivent.com/social.

The Psychology of Money with Morgan Housel

Doing well with money isn't necessarily about what you know. It's about how you behave. And behavior is hard to teach, even to really smart people.

Investing, personal finance, and business decisions are typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don't make financial decisions on a spreadsheet. Money decisions are made at the dinner table or in a meeting room where personal history, pride, emotions, and the influence of marketing and social pressures are all in the mix.

Learn from award-winning author Morgan Housel as he shares stories exploring the strange ways people think about money and teaches us how to make better sense of one of life's most important topics.

Housel's presentation is based on his popular book, The Psychology of Money, that has sold over three million copies and been translated into 53 languages.

No products will be sold. Morgan Housel is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Morgan Housel are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, visit thrivent.com/social.

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.

News and insights

Interest rates & liquidity challenges drive collapse of two regional banks

The recent failure of two regional banks made headlines and contributed to some market turmoil. Thrivent Chief Investment Strategist Steve Lowe shares insight into the factors behind the collapse, and what markets are watching for moving forward.

Contact

Office information

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Address:

17015 N Scottsdale Rd Ste 335
Scottsdale, AZ 85255

Phone:

(480) 563-1367

Fax:

(877) 798-5580

Operating hours:

M – T: 8:30 a.m. – 5 p.m. Friday 8:30 am - 3 pm

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.