ABOUT US


VISIONTREE TEAM

 

Justin T Passey
Partner

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Nathan Rosell, CFP®
Partner,
Financial Advisor

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Karen Priest
Director of Client Services

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OUR NAME

 
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Someone’s sitting in the shade today because someone planted a tree a long time ago.
— Warren Buffett
 

This idea is the embodiment of all that we do and stand for at VisionTree. The symbol of our company is a magnificent, solitary, oak tree on a  gently sloping hilltop overlooking the rolling hills and valleys below. It is an image of peace, strength, and stability. The symbolism is endless and profound. The symbols of growth, of legacy, and of the protection of its shade. Born from the seed of an idea with roots reaching deep, drawing nutrients, it has grown into permanence. It is solid, natural, and real. 

What is your Vision? What do you dare to dream?